Appointment Software for Real Estate Agents
PLAN 7/24 manages sales, rental and valuation consultations together with client notes for real estate agents. See viewing appointments clearly on your calendar and keep client preferences on file.
The problem this usually causes
Booking multiple same-day viewings over the phone leads to overlaps and forgotten appointments.
Why businesses in this space use PLAN 7/24
- Define sales consulting, rentals and valuations as separate consultation types
- Store client preferences (budget, area, property type) as notes
- See viewing appointments on one calendar to prevent overlaps
How it works
- 1Define viewings, valuations and contract meetings as separate appointment types.
- 2Clients choose a viewing time on your link, avoiding overlaps.
- 3Note each client’s viewed listings and preferences on the client card.
Example reminder message
Hello, we have your apartment viewing tomorrow at 3:00 PM. You will find the meeting address in your appointment details.
A sample template. You can edit the wording to suit your business.
Also included
Which plan do I need?
- Free: 50 appointments per month, basic appointment and customer management.
- Standard: online booking link, SMS & push notifications and income/expense tracking (100 appointments per month).
- Professional: adds staff management and detailed analytics (300 appointments per month).
- Corporate: unlimited appointments and multi-branch management.
All plans include a 14-day free trial. See current pricing on the home page.
Frequently Asked Questions
Can I note preferences for different clients?
Yes, add notes like budget, area or property type to each client card.
How do I remind clients about viewing appointments?
When you create an appointment, an automatic SMS/push reminder is sent to the client and, if you choose, to you as well.
How do I prevent viewing overlaps?
The calendar shows available slots so you do not double-book; staff management lets you follow agents separately.
Can I save client preferences?
Yes, write budget, area and room count in the client card notes.
Can I track commission income?
Add it as income and see it in your monthly financial summary.