How do I arrange a visit?
Propose a date and time and get it confirmed.
Interactive walkthrough
Watch it on the real screens
1 / 4
This step happens away from the screen.
Step 1 of 4
Open the enquiry and click Schedule Visit above the reply box.
Step by step
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Open the enquiry and click Schedule Visit above the reply box.
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Choose the kind of visit: On-site visit, Video call or Phone call.
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Pick the Date, the Start time and the Duration — an hour, half a day, a full day. There are one-tap buttons for the usual times.
Times use the time zone on your account, and we check it does not clash with another visit you have already agreed.
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For an on-site visit add the Visit location, then anything they should have ready under Notes for customer, and click Confirm & Send.
What happens next
The customer gets Confirm Visit or Suggest another time. Once confirmed the enquiry moves to Scheduled.