Appointment setting
Finding a suitable slot for a viewing, valuation or meeting based on calendar availability, and booking it.
Appointment setting means checking the right agent's calendar for free time, agreeing a slot with the client and writing it into the calendar. Syncing with Google or Outlook prevents double bookings.
A good process ends with a confirmation message and a reminder, reducing the chance that the client forgets.
Why it matters for agencies
Property sales move through viewings and valuations. Booking on first contact removes the time lost to “I'll call you back”.
Example
The assistant asks, “Saturday at 11 or 3, which suits you?” The buyer picks 11; it lands in the agent's calendar and a WhatsApp confirmation goes out.
Related terms
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