Property appraisers: booking report handover meetings

How property appraisers can schedule report handover meetings with online booking: meeting types, what clients review first, video calls and questions.

5 min read

A valuation report raises questions, and a short handover meeting answers them in one go instead of a long email chain. When you send the report, send your booking link too: the client picks a handover slot, reads the report first, and comes with questions. Your inspection days stay free, because handovers only happen in the hours you open.

One service per meeting type

On Book, each service has a name, a price and an optional description shown on your public page, and each slot belongs to one service, sits within one day and has its own capacity. Give meetings one place per slot.

ServiceExample slotPlaces
Report handover at the office45 min1
Report handover by video30 min1
Questions call after the report20 min1
Valuation visit1 h 301

Durations are examples: set your own. Leave the price empty for meetings included in your fee.

Read the report first

Say in the description that the client should read the report before the meeting and list their questions. The booking form takes first name, last name, email and phone, plus an optional note that reaches you in the new booking email and appears in the client's calendar file. Ask for the property address or file reference in the note, and keep figures out of it.

Office or video

Offer the video handover as its own service. Book doesn't create video links: send yours by email after the booking.

Several parties

When heirs, co-owners or a lawyer need to attend, one booking covers the meeting; the person booking forwards the calendar file and you send the video link to everyone by email.

Handover hours

Open handover slots at set times, such as late afternoons, so inspection days stay uninterrupted. Slots repeat each week on the weekdays you choose until an end date. You can also book the handover yourself from your bookings list when you deliver the report: first and last name are enough, and if you enter the client's email, they get a confirmation with a calendar file.

Changes

Clients can't move or cancel online: they contact you, and rescheduling works across services. Book doesn't email clients about changes, sends no reminders and doesn't take payments. Your bookings sync with Google, iPhone or Mac calendars. Book costs €5/month, everything included: unlimited services and bookings, no commission, no contract.

When should I send the booking link?
With the report, so the client reads it before the meeting.
Can the handover be by video?
Yes. Create a video service and send your link by email.
Should figures go in the note?
No. The note appears in the calendar file; a file reference is enough.
Can several people join?
Yes. One booking covers the meeting; share the link by email.

Guides for property appraisers