Summary
Learn how to reserve a listing within a project and understand how reservation details affect the listing status.
This article covers:
How it works
Reservations allow you to temporarily hold a listing within a project for a specific contact and time period. This helps manage buyer interest and prevents the same listing from being allocated to multiple contacts at once.
Reservations are only available for sales listings that are part of a project. Once a reservation is added, the listing status updates to reflect that it is reserved.
Reservations can only be added when:
- The listing is part of a project
- The listing is a sales listing
Listings that are not associated with a project will not display the reservation option.
Add a reservation
To add a reservation to a project listing:
- Go to: Sales > Projects
- Select the project listing
- Locate the blue panel on the left side of the listing
- Select Add reservation
The Add reservation window opens with the following fields:
- Reservation for - Select the contact
- Reservation date - Pre‑populated with the current date
- Expiry date - Enter how long the reservation applies
- Reservation deposit amount - Optional
- Reservation consultant - Pre‑populated with the logged‑in user
- Click Save
Once the reservation is saved, the sales listing status changes to Reserved listing.
Cancel a reservation
If the reservation is no longer required:
- Open the reserved listing
- Click the Cancel reservation option on blue panel on the left side of the listing
The listing status updates accordingly.
What's next?
Understand why you can’t add a reservation to a listing.