Inviting Clients & Tracking Viewings

1. Invite a client to SendMyRooms™:

   1. In ProSelect, go to Orders > SendMyRooms > Send Invitation, or
   2. Click New Invitation from the SendMyRooms™ Management Area.

2. The New Invitation dialog appears. If you've already entered this client's details in ProSelect's Client Setup window, they'll be filled in for you — otherwise, enter them now.

3. Enter the viewing date and time (must be within the next 6 months).

   

4. Click Send Invitation.

5. The Send Invitation dialog opens. Check the details, and use Show Preview to see the email before it goes out.

   

6. Click Send Message.

   

7. Click YES, SEND IT to confirm.

1. Follow steps 1–5 of Sending a New Invitation.

2. When you reach the Send Invitation window, click Edit in Mail App.

   

3. The message is transferred to your email app, where you can edit and send it yourself.

4. Once sent, click YES I SENT IT so SendMyRooms™ knows to record it as done.

   

Keep track of where each client's viewing stands.

Summary

A quick-reference summary of all your viewings sits at the top of the page.

Upcoming Viewings - Send Reminder

Lists clients who've been invited but haven't yet uploaded any rooms. It only shows viewings whose date hasn't passed — for those, see Search Viewings.

• Click Info for details on an upcoming viewing.

• Click Send to resend the invitation, or send a reminder or confirmation email. (Reminders and confirmations can also send automatically — turn that on in Settings.)

• Choose which email to send from the Template drop-down, then click Send.

  

Clients With New Rooms Uploaded

Lists clients who've uploaded one or more rooms that you haven't yet downloaded into ProSelect.

• Click Info to see the viewing's details and the uploaded room images.

Click Info next to any listed viewing to open this dialog — it holds the full details, activity history, and thumbnails of any rooms the client has uploaded. From here you can send a confirmation email or reschedule the viewing.

• Delete Viewing permanently removes a viewing and any uploaded rooms — you'll be asked to confirm first.
• New Viewing creates another viewing for the same client, pre-filled with their details.
• The Activity Bar shows every email sent to the client.
• Thumbnails of everything the client has uploaded appear here. Delete one with the red X, or download it to your computer with the cloud icon — a green checkmark shows once it's downloaded into ProSelect. See Importing Room Images into ProSelect for the next step.

Send or re-send any template email manually, or turn on automatic reminder and confirmation emails in your settings.

1. Click Info next to the viewing you want to confirm.

2. From the Viewing Info dialog, click Send Confirmation.

   

3. SendMyRooms™ shows you the next email due to be sent, based on what's already happened — or pick a different one from the Template drop-down.

4. Use Show Preview to check it before sending.

5. Click Send Message.

1. Click Info next to the viewing you want to change.

2. From the Viewing Info dialog, click Edit Viewing.

   

3. Adjust the viewing date.

4. Click Save Changes.

   

5. The viewing time is now updated internally.

6. Let your client know, using Send Confirmation.

7. Rescheduling an expired viewing brings it back into the upcoming lists on the home page.

From the Management Area home page, click Search Viewings.

• Search by full or partial name, email address, or a date range.
• Upcoming viewings show in black; past ones in red.
• Click Info to open Viewing Info.

A warning triangle appears next to any viewing with un-downloaded images due to be removed within the next seven days. Turn on notifications in Settings so you're alerted automatically.