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Calendar types

The difference between Personal, Round Robin, Class, Collective and Service Menu calendars, and when an estate agency uses each.

2 min read

There are five calendar types in the panel. Choosing the right one makes sure the appointment goes to the right agent, nothing double-books, and the assistant offers callers the right times. You choose the type when creating the calendar; during setup the Squaremeters team picks the right types for your agency.

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Calendars

Create calendar

Personal BookingOne-on-one with one person
Round RobinDistributed across a team
Class BookingOne session, many attendees
Collective BookingEveryone must be free
Service MenuPick a service, then a time
The Create calendar window: five calendar types.

Personal Booking

A one-to-one calendar based on one team member's availability.

In an estate agency:

  • An office meeting with the broker: an off-plan presentation, an investor meeting, signing an instruction.
  • Viewings of one agent's own listings.

Round Robin

Appointments are shared between the agents assigned to the calendar, in turn or by availability. The client doesn't choose who comes; they only pick the time.

In an estate agency:

  • Viewings: whichever agent is free gets the viewing.
  • Valuation visits: seller enquiries shared between agents.

This is the type that works best with the assistant: because it can offer the team's free slots rather than one person's, callers get more options. See Team calendars.

Class Booking

One host meets several attendees at the same time; each session has a capacity.

In an estate agency: a launch day for a new development, or an online briefing for international buyers.

Collective Booking

The appointment needs several team members free at the same time. The client only sees times when everyone is free.

In an estate agency: a valuation of a large commercial property where the broker and an agent go together; a presentation at the sales office with the project manager and an agent.

Service Menu

A shop-window style booking page where the client picks a service first, then (optionally) a person, then a time. Estate agencies rarely need it; if you want several services on one page, talk to your consultant.

Which type should I choose?

ScenarioSuggested type
Viewings, several agentsRound Robin
Valuation visits, agents handling sellersRound Robin
Office meeting with the brokerPersonal Booking
Development launch day, 20+ peopleClass Booking
Broker and agent togetherCollective Booking

Example setup

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Viewings

Round Robin
Length45 min
TeamSelin Kaya, Emre Yılmaz
WhereAt the listing

Valuations

Round Robin
Length60 min
TeamBurak Aydın, Selin Kaya
WhereAt the property

Office meeting

Personal Booking
Length30 min
TeamBurak Aydın
WhereAt the office

Example setup: the three calendars estate agencies use most.

Atlas Emlak's three calendars: type, length, team and where the appointment takes place.

Atlas Emlak uses this setup:

  • Viewings — Round Robin, 45 min, Selin Kaya and Emre Yılmaz. The assistant books buyers and tenants here.
  • Valuations — Round Robin, 60 min, Burak Aydın and Selin Kaya. The assistant books sellers and landlords here.
  • Office meeting — Personal Booking, 30 min, Burak Aydın. For off-plan buyers and investors.

For how these calendars are organised, see Viewings and valuations.

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