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2 – Appointments
This is the Appointments section of the New Home Checklist. For the overview click here.
Schedule and Hold Open Houses
Click the “Schedule Open House” button to go to the “Schedule & Hold Open Houses” popup to select an date/time for the appointment. This task can’t be checked manually.
Required fields are marked with an *.
The Listing Title is automatically populated from the related Listing. The Seller Info is automatically populated by the Contact info on the Listing which is at the bottom of the Listing Details screen. These fields are not editable.
If you close the window without clicking the save button first you will lose any data you have entered in the form.
Once you have filled out all of the required fields and filled out any other fields that apply, then you click the “Save Appointment” button at the very bottom of the form to save it.
Once you have saved the appointment, then the date/time of the appointment will show to the right of the task and the button is changed to View Appointment. If you click on View Appointment, then you can edit the date/time or cancel the appointment.
Schedule Showing
Click the “Schedule Showing” button to go to the “Schedule Showing” popup to select an date/time for the appointment. This task can’t be checked manually.
Required fields are marked with an *.
The Listing Title is automatically populated from the related Listing. The Seller Info is automatically populated by the Contact info on the Listing which is at the bottom of the Listing Details screen. These fields are not editable.
If you close the window without clicking the save button first you will lose any data you have entered in the form.
Once you have filled out all of the required fields and filled out any other fields that apply, then you click the “Save Appointment” button at the very bottom of the form to save it.
Once you have saved the appointment, then the date/time of the appointment will show to the right of the task and the button is changed to View Appointment. If you click on View Appointment, then you can edit the date/time or cancel the appointment.
