Appointments
General
Under the tab "Dates" you will find an overview of all viewing requests received.
Important information is displayed for each request, such as net household income, type of employment, number of people moving in, pets, earliest move-in date or contact details.
Based on this information, you can decide whether you want to invite or decline the interested party.
<figure><img src="/files/euVxZDzoOTV6zzAC73oG" alt=""><figcaption></figcaption></figure>Actions
New viewing request
Invite: Confirm the appointment request by clicking on "Invite". The interested party is automatically informed in Immodio and by e-mail and invited to the viewing. He now has access to the "details" of the tour (e.g. exact address), which you have defined when creating the viewing.
Decline: If you don't want to invite the prospect, click on "Decline". The interested party is automatically informed via Immodio and by e-mail and receives rejection. You don't have to worry about anything.
Show / hide details: Via "Show details" you can view all stored information about the request - such as income, number of people or pets. This allows you to make a well-founded decision as to whether the interested party should be invited to the viewing.
Note: The "Note" button allows you to enter personal comments about the prospect. These are only visible to you and help to keep track of everything.
Invited Candidate
Request documents: After completing the viewing, you can request the applicant's application documents** via "Request documents" – including a uniform tenant self-disclosure as well as proof of identity, creditworthiness or salary. For data protection reasons (GDPR), requesting documents is only possible after the viewing appointment (or on the day of the viewing).
Reject Applicant: Alternatively, you have the option of rejecting the applicant. The applicant is automatically informed of the decision. You don't have to worry about anything.
Status of appointment requests
By default, you will see all appointment requests.
You can use the filter cards to filter the requests according to their respective status.
New
New, still unprocessed requests for a viewing appointment.
Waiting list
Interested parties who have applied even though all time slots for viewings are already occupied.
A time slot is reserved until you have rejected the respective interested party.
Under the menu item, add "Visits" via the button "Add Period" additional periods to allow free viewing times for other interested parties. Prospective tenants can check their waiting list status in the tenant portal at any time and, if available, apply for a free time slot. You can also contact interested parties manually to inform them directly about new dates.
Invited
Interested parties who have invited you to view.
Requested
Applicants from whom you have requested documents after the viewing. For data protection reasons (GDPR), application documents can only be submitted to the viewing appointment carried out.
Rejected
Applicants who have rejected you or who have declined themselves.
Not suitable
Interested parties who are Exclusion criteria were automatically rejected. If you have a prospect from the categories "Not suitable" or "Rejected" you can do so manually via the applicant data .