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Appointments

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:

  • Contact Record → Contact tab → Click Appointments in the Show group

  • Main Ribbon Menu → Main tab → Click New Items in the Actions group

  • 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:

  • Property – Linked property for the appointment

  • Start Date – Date and time of the appointment

  • Duration – Length of the appointment

  • Description – Type of meeting (e.g. viewing, valuation, holiday)

  • Status Indicators – Confirmed, Followed Up, No Show, Cancelled

  • Attendees – Contacts attending the appointment

  • Assigned User – The user responsible for the appointment

🛠️ Appointment Actions

Available via the screen’s menu or right-click:

Action

Function

New

Opens the Diary screen to select date/time and create a new appointment

Edit

Modify details of an existing appointment

Delete

Remove an appointment from the system

đź“– Diary & Home Page Integration

  • All appointments appear in the Diary

  • Future appointments are shown on the Assigned User’s Home Page

  • Appointments can span any duration (e.g. multi-day holidays)

🚨 Attendance & Reminders

  • If attendees do not show, mark the appointment as No Show to track repeat offenders

  • Home Page reminders are triggered for:

    • Confirmations – Appointments needing confirmation

    • Follow Ups – Appointments requiring post-event action

  • Reminder Interval

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