Booking a site visit is one of the most important steps in turning an enquiry into a confirmed booking.
Canvas allows you to book site visits directly within the platform, making it quick and simple to coordinate with clients — while also unlocking contact details automatically once confirmed.
This is the recommended way to progress enquiries and arrange visits without needing to switch between emails or tools.
🚀 How It Works
When you are in a message conversation with a client, you will see a “Book Site Visit” button.
Clicking this allows you to:
- Select a proposed date and time
- Send a site visit request to the client
- Include a pre-written message (which you can edit)
🔄 Client Response
The client will receive your request and can:
- ✅ Accept the proposed date and time
- 🔁 Suggest an alternative time
This creates a simple back-and-forth process until a time is agreed.
📅 Confirming the Site Visit
Once the client accepts:
- A calendar invitation is automatically generated
- The invite includes:
- Date and time
- Location
- Full contact details
- Both you and the client receive the invite
The event is added directly to your calendar (Google, Outlook or iCal).
📞 Accessing Contact Details
Contact details are automatically shared once the site visit is confirmed.
- No need to request or manually exchange details
- No copying and pasting between emails
- Everything is handled within Canvas
💡 This is one of the quickest ways to access client contact details while keeping everything tracked on the platform.
🤖 AI Tracking & Insights
When you book a site visit through Canvas:
- The enquiry is automatically tagged as a site visit using our AI tools
- This improves tracking and reporting
- Helps highlight enquiries that are closer to booking
Keeping communication and bookings on the platform allows our AI tools to better support you and improve conversion insigh
⚡ Key Benefits
- No integrations or setup required
- Everything managed in one place
- Reduces time spent coordinating via email
- Faster and easier way to secure site visits
- Helps move enquiries towards booking more efficiently
- Automatically tracks activity for better visibility
✅ Best Practice
- Agree a time in the message thread first
- Use “Book Site Visit” to confirm and formalise the visit
- Use this as your primary way to share contact details
- Keep communication on Canvas to maximise visibility and tracking
💬 Need Help?
If you’re having trouble booking a site visit or accessing contact details, reach out to our support team — we’re here to help 🚀