How do I add a new appointment?
From the home screen in the app, click on APPOINTMENTS, or click the Quick Add (blue plus sign) button. From the Appointments Screen, click the +Add Appointment option at the bottom of the screen. Inside the Add Appointment screen, enter the property address or client name, the type of client (buyer, seller, lease, outgoing referral), the date and time of the appointment, and the status of the appointment (scheduled, attended, cancelled). Click the green checkmark at the top of the page to save it. The appointment automatically shows up in date order on the list below the calendar. Once you attend the appointment, simply click on the appointment from the list and change the status to attended.
How do I edit an existing appointment?
From the home screen in the app, click on APPOINTMENTS. On the Appointments Screen, click on the appointment that you want to edit from the list. Once inside the Selected Appointment, change the status to attended/cancelled or edit the date and time if the appointment was rescheduled. Click the green checkmark at the top of the page to save it.
I schedule lots of appointments, but the progress bar on my appointments calendar isn’t changing. Why?
The appointments calendar status bar only changes once the appointment status is set to “attended”. To update the status of an appointment, on the home screen click on APPOINTMENTS. On the Appointments Screen, click on the appointment from the list. Once inside the Selected Appointment, change the status from scheduled to attended. Click the green checkmark at the top of the page to save it. You will now see a checkmark beside the appointment in the list and the progress bar above your calendar will update.
Can I sync the appointments section of the app with my work calendar?
Not yet. We plan to build in an option to synchronize your appointments with your calendar as part of future updates to the app.>
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