The decision to make first
A successful calendar connection does not prove that showing rules, timezones, agent ownership and property access conditions work together correctly. Require a full fictional request-to-confirmation test for the specific workflow before offering live booking to prospects.
What the handoff should contain
Check calendar identity, working hours, duration, buffers, property-specific restrictions, conflict handling and the final record visible to the responsible agent.
Suggested wording to approve
Example wording: “Only the tested appointment types can be confirmed through this workflow. Other showing preferences will be recorded for the team to review.”
Test the difficult case
Test an open slot, a conflict, a restricted property and a canceled test appointment, checking that the agent sees the correct result. Do not infer that every listing becomes automatically bookable because one consultation calendar passed its connection test.
Worked example
Fictional example: One consultation calendar passes its tests, while listing showings still require separate access approval. The site should not advertise all property visits as automatically bookable. A controlled request for a restricted listing must remain conditional, demonstrating that the tested consultation capability has not been generalized into an unsupported showing promise.
Review it in operation
Review errors after changes to calendar ownership or showing rules and return affected workflows to request capture until retesting is complete.
Check before you launch
- Require a full fictional request-to-confirmation test for the specific workflow before offering live booking to prospects.
- Check calendar identity, working hours, duration, buffers, property-specific restrictions, conflict handling and the final record visible to the responsible agent.
- Test an open slot, a conflict, a restricted property and a canceled test appointment, checking that the agent sees the correct result.
- Review errors after changes to calendar ownership or showing rules and return affected workflows to request capture until retesting is complete.
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