Schedule New Appointment

Schedule a new meeting or consultation with a lead or client

Basic information about the meeting or consultation

Appointment Type *

Seller Listing Appointment

Buyer Consultation

Appointment Date *

Appointment Time *

Estimated Duration

Status *

Who is attending and any important notes for the meeting

Lead/Client *

Assigned Agent

Notes

Automatically perform actions related to this appointment

Send confirmation email to client

Add to agent's calendar

Remind 24 hours before

Create follow-up task after appointment

Preview how your appointment will appear

Type: Buyer Consultation

Lead/Client: Not selected

Assigned: Unassigned

Date: Not set

Time: Not set

Duration: 1 hour

Status: Scheduled

Perform common actions related to appointment management

Create a client record instantly and select their lead for this appointment.

Confirm appointments with clients to reduce no-shows.

Assign appointments to the correct agent for clear responsibility.

Utilize automation options for reminders and follow-up tasks.

Cancel