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Training - Diary

How do I Use my Diary?

The diary brings together every user into one diary, linking in properties and prospects, arranging access by text, email or letter, and collecting viewing feedback of which a landlord gets a report.

To add an appointment to the diary you just simply “click” on the option ‘Add Appointment’ in the actions box. You will then be able to enter:

• Who it is assigned to
• At what time
• What type of appointment
• A description of the appointment
• What property it is related to
• Linking to other users (this can be anyone on the system including landlords, and prospective tenants)
• A reminder to show in your in tray

Please click here to download the Step by step Guide


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