Appointment Calendar

Overview

From office managers to agents, the ability to plan grants a valuable insight. Knowing what appointments are upcoming and which days are free, can allow all users to make informed decisions. Information can also be gathered about which days and times are typically the busiest in your area.



ShowingTime’s Appointment Calendar allows agents, staff, and managers to see appointments at a glance. With multiple viewing options like a day, week, or month, it is easy to see the appointments and their statuses to plan your time effectively.

Accessing your Calendar




On the left side of the screen you can click Showings and the first option to see the Calendar defaulted to the Month view. You can change this to the week or day view across the top.
  • By Month - A great way to see what you are doing at-a-glance.
  • By Week - Allows you to schedule appointments to make the best use of time that you are out of the office.
  • By Day - A perfect way to see all your activities for the day.

Navigating your Calendar



There are two ways to move between dates:
  • Use the arrows in the top right corner of the Calendar to move to recent dates in the past or future
  • By using the small calendar in the top left to select a date.
At any time you can return to "Today" by clicking the today button.


In the small calendar, you will see the selected day highlighted in yellow. Dates with the Blue Circle indicate that one or more appointments are scheduled.




  • The boxes next to Event Type, allow you to show just the appointments that appear on your listings or that you have requested, or show both together to get a complete picture of your work week or day.
  • The boxes next to the Status, allow you to show just the appointments that are confirmed, requested, or have been declined.
  • You can click All to check all of the options.

Note: Office Managers and Office Staff will also be able to toggle additional options that allow them to see all of appointments on any of their offices listings and/or all appointments that their agents have requested.



Views

Each of the three views will show you the appointments that occur in that time range. The color of the appointment icon will give you a quick overview of the status of the appointment.
  • Yellow - Waiting for Confirmation.
  • Green - Confirmed
  • Red - Declined or Cancelled.
Note: When viewing the appointments in Month view, if there are more than 5 for that day, you will see a link to Show More. You will then be taken to the day view to see all of the appointments.

Examples of Views

Month View:



Week View:



Day View:


Seeing More Details

Hovering over an appointment will display an appointment card.



You will see the listing address, time and date of the appointment, its status, its listing number, and price. Clicking on this card will take you to:


The full appointment detail page. As an Agent you will be able to see the status and are able to interact with the appointment. You can see the history, confirm, cancel, or even add additional notes.
Note: Office Managers and Office Staff will not be able to click on the Appointment Card at this time.



Feedback and Knowledge Base

Training Topics

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Appointment Scheduling
Appointment Calendar
Profile & Settings
 2

What's New
FAQs
 8

Appointment Scheduling
 7

Listing Worksheet
 8

Reports
 13

Feedback
 6

Mobile
 12

Messaging
 4

3rd Party Integration
 6

Support

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