Appointments

An appointment is a calendar event with one or more users. Property viewings have their own records under the listing, where the applicant is linked directly to the property.

Create an appointment

Open Appointments and set the title, attendees, start and end times, notes, and any supporting files or forms.

Use the notes for details every attendee needs, such as access codes or where paperwork is kept. Anyone with an attendee’s calendar link can read them.

Repeat an appointment

An appointment can be a single event or repeat daily, weekly, monthly, or yearly. For a repeating appointment:

• Set the Interval: 2 with Weekly means every two weeks.
• Choose how it ends under Repeats until: No fixed end, an End date, or a Repeat count that includes the first occurrence.
• Set the duration in minutes, 60 unless you change it, which sets when each occurrence ends in your calendar.

Find appointments

The Appointments list shows each appointment’s frequency, with the latest start first. Use the sort menu to order them differently, and toggle Archived to include archived ones.

Archive an appointment

Archive an appointment that will not take place with Archive appointment from its Actions menu or row menu. Directors, Managers of the appointment’s branch, and its attendees can archive it, and its forms are archived with it. Archiving a repeating appointment archives the whole series.

Subscribed calendars show the archived appointment as cancelled, and for a repeating appointment, only the occurrences from the time it was archived. An archived appointment cannot be changed until you use Restore appointment, which restores its forms and removes the cancelled status from calendars.