The Calendar allows you and your team to search, create, and edit events.
Here are quick links if you want specific information about the Calendar:
Read further for a full rundown of the calendar page in detail.
Search the Calendar
Follow Ups
All of the follow up calls, emails or appointments are located here:
MA's Not Yet Sent
The Market Appraisals with appointments in the past that have not had a presentation sent out are located here:
Filter and Change Days/View
Filter By Branch, User and or Event type:
You can view users of a branch by clicking on the down arrow next to the branch name.
You can view the event types by clicking on the down arrow next to Event Types. The default is to show everything but Social Distancing Valuation appointments.
You can filter out results by clicking the check-marked box. Anything with a check-mark is included in your view.
You can also re-arrange the branches in to the order of your choice by simply clicking and dragging the branch to somewhere else in the list.
You can also filter by:
Transaction type - sales or lettings
Viewings - accompanied or not and confirmed, unconfirmed, completed, cancelled and no shows
Change the month: Quickly change the month you are looking at by clicking the arrows on the mini calendar located on the left hand side beneath event types.
You can also click on a date here to view the day view of that date.
Change Calendar Views: You can change your calendar view from Month to Week, Day or User view (side-by-side view) and back again here:
Change the Day/Week/Month by clicking on the arrows here:
You can also change the Day by clicking on any date listed in the Month or Week view.
Schedule an Event
You are able to schedule any type of event by clicking on the day or time (in day view) which then brings up a side panel of event types to choose from:
Below are instructions for all other types of appointments but some of these are also used in the MA appointment and viewing. Read on for further details
Add or edit the title: Optional
Add multiple users to one appointment by clicking this button:
Event Start Date and Event End Date: Choose the date, click on the clock to change the time of your start and end date.
Add a contact by searching existing contacts or by adding a new contact on the spot:
Add an event note and even choose a location before clicking Save:
Edit an appointment
Edit 'Holiday', 'Meeting', 'Sickness', 'Training' and 'Unavailable' events: Click on the event in the calendar to modify it.
Edit a Market Appraisal Appointment
A Market Appraisal Appointment can be edited by clicking on the appointment in the calendar.
This brings up the Market Appraisal Appointment. Click on the 3 dots on the right and click Edit.
Click on Event Start Date, select the new date and press the clock symbol to change the time.