You can schedule a visit with one or more contacts, whether it's for a specific property or wherever you want. You can also schedule an open house or an auction.
To schedule a visit, you need to connect your calendar to SweepBright. Learn how to connect your calendar.
Once your calendar is connected, you can schedule a visit from a property record or from a contact record.
To get started, let's schedule a visit from a property record:
On the property record, click on "Schedule".
Click on the "+" in the bottom left corner.
A page will open allowing you to enter all the details of the visit.
When you click "Save", a confirmation email will be sent to the negotiator. All participants will receive an email and a calendar invitation.
Modify the property schedule settings:
By clicking on the gear icon in the bottom right corner, you can access the settings. Here, you can set when the property is available for visits. You can also add an open house or auction calendar.
Schedule a visit from a contact record:
Find the contact for whom you want to schedule a visit and click on "Schedule" to view the schedule. Click on "+" in the top right corner to schedule a visit with the contact.
When scheduling a visit via a contact, you must choose a property from the dropdown list. Click "Save".