In the real world, not every appointment can be confirmed immediately – think: waiting on key access, coordinating with tenants, or finalising times with clients.
That’s why we’ve introduced Tentative Bookings – giving firms the flexibility to hold a slot in the diary without fully committing.
How it works:
🕒 Set a tentative appointment in the calendar
👀 It shows as tentative – clearly marked for the team
📧 Send custom email templates to the customer and the access contact
✅ Once confirmed, convert it to a full booking – seamlessly triggering all standard workflows (calendar sync, report setup, etc)
This means fewer back-and-forths, more confident scheduling, and a better experience for everyone involved.
No more juggling pencil-in notes or manually tracking unconfirmed appointments – just smart, structured scheduling built for how surveyors actually work.