Estate agents: booking seller valuation appointments
How estate agents can let homeowners book valuation appointments online: valuation types, areas, what to prepare, and booking the follow-up meeting.
5 min read
A homeowner thinking about selling may look for a valuation in the evening, after browsing listings. Let them book a valuation visit online at that moment, choosing the property type and a slot on the days you cover their area. You arrive with comparable sales ready, and the seller has chosen you before calling anyone else.
One service per property 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 valuations one place per slot.
| Service | Example slot | Places |
|---|---|---|
| Valuation visit: flat | 45 min | 1 |
| Valuation visit: house | 1 h | 1 |
| Valuation visit: land or building | 1 h 30 | 1 |
| Follow-up meeting at the agency | 45 min | 1 |
Durations are examples: set your own. If valuations are free, leave the price empty to hide it.
Valuations grouped by area
Create one service per area if you cover several neighbourhoods or towns, such as "Valuation visit, town centre", and open each area's slots on its days. Slots repeat each week on the weekdays you choose until an end date. Leave travel time between visits.
What the seller prepares
- the address, floor and access;
- surface area and number of rooms, if known;
- recent works and their dates;
- their timing and plans after the sale.
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 seller's calendar file. Ask for the address and property type in the note.
Several agents
Book has one page per business and no staff field. Create one service per agent or per area, so each valuation lands with the right person. Slots of different services can overlap, so two agents can visit at the same hour.
The follow-up meeting
After the visit, book the follow-up meeting yourself from your bookings list to present the valuation. First and last name are enough; if you enter the seller's email, they get a confirmation with a calendar file. Rescheduling works across services.
Changes
Sellers can't move or cancel online: they contact the agency. 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.
Can sellers book a valuation in the evening?
How do I group visits by area?
Can each agent have their own valuations?
How do I book the follow-up meeting?
- Estate agent booking software: viewings — €5/month
- Estate agents: first meeting with buyers
- Property appraisers: valuation visit preparation