Calendars

Viewings, valuations and office meetings.

10 articles

1Calendar overviewSee viewings, valuations and office meetings in Calendars, and learn the difference between a calendar and an appointment.
2Calendar typesThe difference between Personal, Round Robin, Class, Collective and Service Menu calendars, and when an estate agency uses each.
3Create a calendarSet up a new calendar step by step; details, team, availability, form, notifications and a test before going live.
4Availability settingsGet working hours, duration, slot interval, travel time between viewings, minimum notice and date range assistant-ready.
5Team calendarsAssign agents to a calendar, set up Round Robin distribution and priorities, so the appointments the assistant books are shared fairly.
6Booking linkShare your calendar's booking link, embed it on your website and send it to clients in WhatsApp chats.
7Manage appointmentsCreate, move and cancel appointments by hand, mark Confirmed, Showed and No-show, and check appointments booked by the assistant.
8Reminders and notificationsSet up confirmations, reminders, cancellations and follow-ups for clients and agents on WhatsApp, SMS and email.
9Connect Google and OutlookConnect agents' Google or Outlook calendars so external commitments block the times the assistant offers.
10Viewings and valuationsHow viewing, valuation and office-meeting calendars are organised, which calendar the assistant books into, and preparing for the visit.

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