Leads & viewings

Configure qualification and direct booking

Set transparent assessment criteria and enable booking only after the property is ready.

Updated 2026-10-14 · For Organisation admin, Leasing manager

Set assessment criteria

Open Integrations → Live enquiry connections → Configure advisory assessment and select the property.

  1. Choose Add criterion. Select budget, tenancy length, unit/room type, pets or parking needs.
  2. Set Comparison, Expected value, Explanation and Weight. Budget uses pounds per month; tenancy length uses months.
  3. Set Advisory threshold between 1 and 10, then choose Save assessment policy.
  4. Test complete, incomplete and borderline enquiries. Inspect the explanation on the lead and correct mistakes with a recorded staff reason.

Pre-vetting questions live in Flows

The questions the assistant asks before booking are the Pre-vetting step of the Viewing booking flow (Build → Flows). Edit them on the canvas, test the draft and publish. Different questions for different properties use a condition step on the property, and the flow checks each property's Direct booking setting before offering slots.

A score is not a booking decision

The score is advisory. Pre-vetting answers, property availability, direct-booking permission and a valid free viewing slot are separate checks. Existing enquiries keep their pinned policy version when you edit the policy; test a new enquiry to verify the new settings.

Enable direct booking

Complete the launch journey before switching it on.

  1. Approve the property knowledge and verify that inventory is available.
  2. Check the pre-vetting questions in Build → Flows → Viewing booking, calendar assignment, slot rules, confirmation recipients and staff coverage.
  3. Run an incomplete enquiry and verify that the assistant asks for missing information rather than confirming a viewing.
  4. Open Properties and enable Direct booking for the intended property. Keep it off for properties that require staff approval.
  5. Run a qualified test enquiry and confirm the booking in both Sorsana and the selected calendar.

If a booking is blocked

Check completeness and permission first, then inventory, slot capacity, notice/buffer rules and calendar access. Raising the score does not bypass these checks.