Appointments and the Calendar

The Appointments page is your calendar for anything that needs a time slot — showings, move-ins, inspections, and more.

Views

Appointments opens in a Calendar view by default, with a List view you can switch to. The calendar shows everything color-coded by type so your week is readable at a glance.

Schedule an appointment

1. Open Appointments.
2. Click New (or click an empty slot on the calendar to prefill that time).
3. Give it a title and pick a type:
   • Showing — a prospect viewing a unit
   • Move-In / Move-Out
   • Inspection
   • Maintenance Visit
   • Owner Meeting
4. Set the start and end times.
5. Optionally link a property, a tenant, or a prospect (name and email), and assign it to someone.
6. Set a status (Scheduled, Confirmed, Completed, Cancelled, No-Show) and save.

Reschedule by dragging

On the calendar you can drag an appointment to a new day or time to reschedule it — no need to reopen the form. If a change can't be saved it snaps back.

On your dashboard

Upcoming Appointments appear on the Dashboard so the next showing or move-in is always in view.