Illustrative idea · PROPERTY ENQUIRIES
Arrange a call with a prospective buyer
Help a property team and prospective buyer find a time to discuss a listing.
Make it easier to arrange a viewing that works for everyone.
Illustrative idea, not a published runnable template. Grunt is prelaunch; live service is paused and live provider connections and outcomes remain unverified. The steps, providers, and outcomes below describe a concept.
When someone asks to see a property, share a small set of available times and let them choose. Once they book a time, keep the agent and prospective viewer informed with confirmations and reminders.
Actual availability depends on published steps, supported connections, permissions, and provider approval.
Viewing requestA prospective viewer’s request and the property details they provide
“Help me arrange a viewing for this property. Offer times from the agent’s stated availability and let me choose the one that works.”
Work through the request.
Clear tasks, with review where it matters.
- Collect the viewing request
- Offer times from stated availability
- Send a clear viewing proposal
A logged viewing request, a booking made by the prospective viewer, calendar details for the confirmed visit, and timely reminders for the viewer and agent.
What this workflow could do
Uses the agent’s stated availability to offer up to three possible viewing times, sends a personalized proposal, and records the request. After the viewer chooses and books a time, it adds the confirmed visit to the agent’s calendar and sends confirmations and a reminder.
Review points proposed in this idea
A proposed time is not a booking. The viewer must actively choose a time before the visit is confirmed and placed on the calendar.
How the idea could work
Select an illustrative task to explore its proposed role. No workflow runs here.
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Gather the prospective viewer’s name, contact details, property of interest, and any other details they provide.
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Present up to three viewing options using the agent’s configured days, hours, and visit length.
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Share the property and proposed times in a personalized message so the viewer can choose a suitable option.
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Record the request, proposed times, and current status so the agent can see what is awaiting a booking.
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After the viewer actively books one of the offered times, collect the confirmed visit details.
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Add the confirmed visit to the agent’s calendar, send both parties a confirmation, and remind them before the viewing.
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Keep the request record current when a visit is booked and when its reminder has been sent.
Step 1 of 7
Collect the viewing request
Gather the prospective viewer’s name, contact details, property of interest, and any other details they provide.
Proposed setup considerations
These are planning notes for the concept, not instructions for a currently available template.
- 01
Set the agent’s availability
Enter the property details, weekly viewing hours, visit length, and how far ahead viewers may book.
- 02
Choose the booking experience
Set up the event viewers will use to choose and confirm an offered viewing time.
- 03
Prepare the shared request record
Choose where to track contact details, property, suggested times, booking status, visit time, and reminder status.
- 04
Confirm calendars and messages
Choose the agent calendar and the addresses for viewer and agent confirmations and reminders, then test a complete booking.
Read the prelaunch status
Published templates and verified customer availability remain pending.
A little help with the whole task
A little less busywork.
A little less busywork.
A little more room for you.
Explore the sample experience while launch details are being finalized.
View pricing status Explore the simulation