đź“… Appointments Overview
Appointments in the system allow users to schedule, track, and manage meetings, viewings, holidays, and other events linked to Contacts, Users, or Properties.
🔓 Accessing Appointments
You can view or create appointments from several locations:
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Contact Record → Contact tab → Click Appointments in the Show group
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Main Ribbon Menu → Main tab → Click New Items in the Actions group
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Home Page → Appointments tab → Click New
🗂️ Appointments Screen Features
The Appointments screen displays a chronological grid of all appointments linked to a specific Contact, User, or Property.
đź“Ś Displayed Information Includes:
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Property – Linked property for the appointment
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Start Date – Date and time of the appointment
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Duration – Length of the appointment
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Description – Type of meeting (e.g. viewing, valuation, holiday)
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Status Indicators – Confirmed, Followed Up, No Show, Cancelled
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Attendees – Contacts attending the appointment
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Assigned User – The user responsible for the appointment
🛠️ Appointment Actions
Available via the screen’s menu or right-click:
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Action |
Function |
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New |
Opens the Diary screen to select date/time and create a new appointment |
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Edit |
Modify details of an existing appointment |
|
Delete |
Remove an appointment from the system |
đź“– Diary & Home Page Integration
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All appointments appear in the Diary
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Future appointments are shown on the Assigned User’s Home Page
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Appointments can span any duration (e.g. multi-day holidays)
🚨 Attendance & Reminders
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If attendees do not show, mark the appointment as No Show to track repeat offenders
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Home Page reminders are triggered for:
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Confirmations – Appointments needing confirmation
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Follow Ups – Appointments requiring post-event action
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Reminder Interval