How to Schedule Property Viewings in PropWise

TL;DR

When to use this

Use this workflow when:

• A buyer has shortlisted properties and wants to see them in person
• You’re coordinating availability and want everything tracked in one place
• You want viewings tied to specific properties (not floating calendar notes)

Step-by-step instructions

Option 1: Schedule from the property (Best for single viewings)

1. Open the relevant portfolio.
2. Review properties and confirm the buyer has marked a property as Interested.

• If not, ask them via the listings chat to confirm interest first.

3. Open the property.
4. Below the property description, click Schedule Viewing.
5. Enter:

• Date
• Start time and end time
• Any internal notes (optional)

6. Save the viewing.

Result:

The viewing is now linked to the property and visible in the portfolio calendar.

Option 2: Schedule from the portfolio calendar (Best for multiple viewings)

1. Open the portfolio.
2. Go to the Calendar tab.
3. Click the + (add event) button.
4. Name the event (e.g. Apartment Viewing – Alfama).
5. Select the property from the dropdown.
6. Choose the date, time, and duration.
7. Save the event.

Result:

The viewing appears in the portfolio calendar and is linked to the selected property.

Common issues & tips

• Schedule button not visible

→ The property is not marked as Interested. Ask the buyer to update the status first.

• Buyer hasn’t requested a tour yet

→ Use the portfolio chat to confirm availability before scheduling.

• Multiple properties, same day

→ Use the calendar view to avoid overlaps and plan efficient tour routes.

• Internal vs client visibility

→ Viewing details are part of the shared portfolio context—no need for separate emails.

Related articles

• How Buyers Mark Properties as Interested or Rejected
• How to Use the Portfolio Calendar
• How to Chat with Buyers Inside a Portfolio
• Portfolio Management Best Practices

Updated on: 04/02/2026