Estate agents: first meeting with buyers

How estate agents can let buyers book a first meeting online: a buyer consultation service, budget and search area in the note, video or office, viewings after.

5 min read

A first meeting with a buyer helps you understand what they really want before you send them on viewings: budget, area, must-haves, timing. Buyers browse in the evening and want to book then. With Book, buyers book a first meeting on your own booking page, and you book the viewings that match from your list.

Buyer services

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

ServiceExample slotPlacesExample price
First buyer meeting at the agency45 min1Free
First buyer meeting by video30 min1Free
Search update call20 min1Free
Viewing20 min1

Durations are examples. A price of zero shows as €0.00; leave it empty to hide it.

What buyers tell you

The booking form takes first name, last name, email and phone, plus an optional note that reaches you in the new booking email. Ask for the budget range, the areas they like, the type of property and their timeline. You arrive with a shortlist.

Couples

Each online booking takes one place, so one partner books for both. Say in the description that both should attend if they decide together.

Video or agency

Buyers relocating from far away can meet by video. Send your link by email: Book doesn't create video links. Slots repeat weekly on the weekdays you choose until an end date; open evening and Saturday slots for working buyers.

Viewings from your list

After the meeting, book viewings of the matching properties yourself from your bookings list. First and last name are enough; with their email, the buyer gets a confirmation with a calendar file for each viewing.

Changes

Buyers can't move or cancel online: they contact you, and you move the booking from your list. Book doesn't email clients about changes and sends no reminders. Your bookings sync with Google, iPhone or Mac calendars.

What Book doesn't do

Book doesn't match properties, check finances, take payments or send reminders. One booking page per business, no staff field: with several agents, create services per agent. See the guide on seller valuation appointments. Book costs €5/month, everything included: unlimited services and bookings, no commission, no contract.

Can buyers book a first meeting online?
Yes. Create a buyer meeting service.
What should I ask in the note?
Budget, areas, property type and timeline.
Can buyers meet by video?
Yes. Send your link by email.
Who books viewings after the meeting?
You do, from your bookings list.

Guides for real estate agents