Calendar

Managing your schedule and tasks

Estimated reading: 2 minutes 265 views

Managing your schedule effectively is crucial, especially when dealing with real estate. Let’s break down the steps for managing your schedule on PropertyList:

Access the Calendar:

  • Log in to your PropertyList.es account.
  • On the left-hand side, click the “Calendar” tab. This will take you to your calendar view.

Create a New Event:
Once you’re in the calendar view, you have two options

  • Option A: Click New Event
    Look for a button or link that says “New Event”. Click it.
  • Option B: Select a Time Slot
    Alternatively, you can click directly on the desired time slot on the calendar where you want to schedule an event.

Event Details:

You’ll now be prompted to provide details for the event:

Event Title:
Make it descriptive so you can easily identify the event later.

  • Start and End Time:
    Specify the start and end time for the event. If it’s an all-day event, mark it as such.
  • Event Note:
    Write any relevant notes about the event.
  • Agents:
    Assign the agent(s) who should be linked to this event. Each agent you select will receive notifications related to this event.
  • Notifications:
    Decide when you want to be notified about this event (e.g., 15 minutes before, 1 hour before).
  • Add Property:
    If the event is related to a specific property from the MLS, add it here.
  • Add Contact:
    Link the event to a saved contact (e.g., client, buyer, seller).

Save the Event:

  • Once you’ve filled in all the necessary details, look for a “Save” button.
  • Click “Save” to add the event to your calendar.

 

Remember! Keeping your calendar organised and up-to-date is essential for successful real estate management. If you have any other questions or need further assistance, feel free to ask!

 

Note: The instructions here are based on general principles for managing schedules and events. Specific steps may vary slightly depending on the exact interface and features of PropertyList.es in future updates. We strive to keep this information as current as possible. If you notice any discrepancies, please inform support.