Once an owner persona exists for a lead - a vendor who wants to sell, or a landlord who wants to let - you can book the market appraisal: the visit where the agency views and values the property before the owner decides whether to instruct. The flow is the same for both; a landlord's appraisal is simply booked against the property they're letting.

On the lead's persona card, the owner row has a Book market appraisal button. Selecting it opens a staff availability timeline in the action panel on the right.

You can also add a market appraisal straight from the Diary, without opening the lead first: select New appointment or click an empty slot, choose Market Appraisal as the event type, then pick the property. See Using the Diary.

From a property's record, Book market appraisal on the Market Appraisal card takes you to the Diary with that form already filled in: the type, the property, the seller, the vendor's negotiator (or the property's, if the vendor has none) and the next half hour. See How do I view a property record?.

The timeline shows one row per negotiator, with the day's hours running across the top and the appointments already in their diary, so free gaps are easy to spot. Cancelled appointments aren't shown here - their time is free again, so the slot is offered as bookable. (The Diary still shows them, where they're part of the record of the day.)

The panel reads top to bottom in the order the booking is made up: the property - a compact row with a small photo, the price and status, the address and rooms, and View property, which opens the property's record in a new tab so the booking stays where it is. When the property is under offer, a line below says to check with the vendor (or landlord) before confirming - then Next available, the first free times on the day shown, then the availability timeline - capped at half the panel's height and scrolled inside - and then the booking details. The owner isn't named again in the panel; they're the lead you opened it from.

Next available today (or First available on another day you've moved to) offers up to four free times on the day shown as buttons, each with a negotiator who is free for the whole booking. They're half-hour starts between 9am and 6pm, from the next half hour when the day is today, and the property's own negotiator is offered first when they're free. Select one to pick that slot, exactly as if you'd clicked it on the timeline. When nothing on the day shown is free in those hours, it says so instead; use the date arrows to try another day.

Click an open slot in a negotiator's row, or one of the Next available times, to start the booking. The bar below the timeline says Pick a time to continue until you do, then names the day and negotiator you picked (the property is already identified by the row above):

If the times you've picked clash with something already in that negotiator's diary, a warning names the clashing appointment. This doesn't stop the booking - pick a different time, or select Book anyway to go ahead with the clash.

The appointment type is always Market Appraisal, so there's nothing to choose. The owner is added as the appointment's attendee automatically - a landlord is linked to their landlord record, while a vendor is linked as a contact - and if you're the negotiator the appraisal is booked with, you're marked as confirmed straight away. Cancel and Book sit at the bottom of the panel; Book is available once you've picked a slot. Select Book to confirm - the appointment is saved and appears in the diary, and the panel switches from the timeline to the new appointment's own details.

Once an appraisal is booked, a Market appraisal booked banner appears as a line across the top of the lead's record card, showing the appointment's date and time, so the whole team can see it's arranged at a glance. It sits with the contact and persona records it belongs to, at any column width. It names the next upcoming appraisal and ignores cancelled ones.

While an appraisal is booked the Book market appraisal button is not shown, so the card never both reports an appraisal and asks for one. An owner has a single property, so a further visit belongs to the appointment already booked - select the banner to reschedule it, or cancel it there. Cancelling brings the button back.

Selecting the booked appointment opens its details panel, where you can edit it in place - reschedule to a new date/time, or change and remove participants - and cancel it from the Danger zone at the bottom of the panel. A market appraisal's property is fixed to the owner's own property, so it can't be swapped. See How do I view, change or cancel an appointment? for how the appointment details panel works.