Although viewings and valuations, inspections and valuations, may be added to your diary or calendar directly from the relevant view on a property, you may just wish to add a general purpose event, either for a specific date and time, or as an all-day event.
STEP-BY-STEP
- Access the calendar, either via the module selector, or by clicking the calendar icon in the far right of the top menu bar.
- Click Add Diary Event in the right-hand column.
- Complete the diary event fields below.
- Click Save.
This event will be shown in the calendar view immediately, and will also be synced to any mobile devices which are subscribed to this calendar, in line with the device or third-party software's calendar refresh policies.
Diary event fields
The following fields in the diary event form need to be completed.
Title
A concise summary of the event which will appear in the calendar view.
User
Which staff member the event belongs to.
From / To
Date and time (24 hour format) - this may be an all day event, and span several days.
Notes
A more detailed description of the calendar appointment.
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