A variety of different Appointment types are available in the Calendar. Appointments are activities that you schedule in your calendar that may or may not necessarily involve inviting other people or reserving resources. You can view your appointments by day, week, or month.
 

You may also schedule All Day Events - An event is an activity that usually lasts 24 hours or longer. Examples of an event include a public holiday, trade show, annual leave, or a seminar. Usually, an event occurs once and can last for one day or several days.
 

The Category of the Appointment will determine the Appointment type; for example by selecting the category of Leave & RDO’s, the type of appointment could involve Annual Leave, Long Service Leave, No Pay Leave, Rostered Day Off,  Sick Leave or Other etc. Whilst selecting the category of Prospective Vendor;the Appointment type could be Appraisal or Appraisal Follow up Meeting etc.
 

Appointments may or may not be linked to a Contact, Property, Appraisal, Listing or Contract.
 

The available Human Resources Appointment Types are:
 

*                   Induction – if selected, you have the option to link this appointment with the

 appropriate Staff and Contact if applicable.
 

*                   New Staff Interview - if selected, you have the option to link this appointment with

 the appropriate Staff and Contact if applicable.
 

*                   Other – if selected, you have the option to link this appointment with the appropriate 
                     Staff and Contact if applicable.
 

*                   Staff Birthday - if selected, you have the option to link this appointment with the

 appropriate Staff and Contact if applicable.
 

*                   Staff Performance Review - if selected, you have the option to link this appointment

 with the appropriate Staff and Contact if applicable.
 

The available Leave & RDO’s appointment types are:
 

*                   Annual Leave - if selected, you have the option to link this appointment with the

 appropriate Staff and Contact if applicable. Annual Leave scheduled in the Calendar   
 will automatically default into the appropriate pay record for the period of leave if you 
 are using the wages section of the system.
 

*                   Long Service Leave - if selected, you have the option to link this appointment with the

 appropriate Staff and Contact if applicable.

 

*                   No Pay Leave - if selected, you have the option to link this appointment with the

 appropriate Staff and Contact if applicable.
 

*                   Other - if selected, you have the option to link this appointment with the appropriate

 Staff and Contact if applicable.
 

*                   Rostered Day Off - if selected, you have the option to link this appointment with the

 appropriate Staff and Contact if applicable.
 

*                   Sick Leave - if selected, you have the option to link this appointment with the

 appropriate Staff and Contact if applicable. Sick Leave scheduled in the Calendar
 will automatically default into the appropriate pay record for the period of leave if you
 are using the wages section of the system.

The available Listing appointment types are: if applicable.

Note: If a Listing Appointment is entered into the Calendar, it may be viewed from the Properties > Listings > Appointments screen for the associated Listing.
 

*                   Auction – Post Auction Review Meeting - if selected, you have the option to link this

 appointment with the appropriate Listing and Contact if applicable. 

*                   Auction – Pre- Auction & Reserve Meeting - if selected, you have the option to link

 this appointment with the appropriate Listing and Contact if applicable.
 

*                   Convert Open Listing - if selected, you have the option to link this appointment with

 the appropriate Listing and Contact if applicable.
 

*                   Listing Property - if selected, you have the option to link this appointment with the

 appropriate Property and Contact if applicable.
 

*                   Open House - if selected, you have the option to link this appointment with the

 appropriate Listing and Contact if applicable.
 

*                   Other - if selected, you have the option to link this appointment with the appropriate

 Listing and Contact if applicable.
 

*                   Pest & Building on Current Listing - if selected, you have the option to link this

 appointment with the appropriate Listing and Contact if applicable.
 

*                   Presentation of Offer - if selected, you have the option to link this appointment with

 the appropriate Listing and Contact if applicable.
 

*                   Progress to Date & Price Review Meeting - if selected, you have the option to link

 this appointment with the appropriate Listing and Contact if applicable.
 

*                   Rental Appraisal - if selected, you have the option to link this appointment with the

 appropriate Listing and Contact if applicable.
 

The available Otherappointment types are:

*                   Other - if selected, you have the option to link this appointment with the appropriate

 Staff and Contact if applicable.
 

*                   Private Appointment - if selected, you have the option to link this appointment with

 the appropriate Staff and Contact if applicable. 

The available Prospecting & Other Agents appointment types are:
 

*                   Door knocking - if selected, you have the option to link this appointment with the

 appropriate Staff and Contact if applicable.
 

*                   Letterbox drop - if selected, you have the option to link this appointment with the

 appropriate Staff and Contact if applicable.
 

*                   Meeting With Past Client - if selected, you have the option to link this appointment

 with the appropriate Staff and Contact if applicable. 

*                   Other - if selected, you have the option to link this appointment with the appropriate

 Staff and Contact if applicable.
 

*                   Other Agents Auction - if selected, you have the option to link this appointment with

 the appropriate Property and Contact if applicable.
 

*                   Other Agents Sign Count - if selected, you have the option to link this appointment

 with the appropriate Property and Contact if applicable.
 

*                   Telemarketing – Cold Call - if selected, you have the option to link this appointment

 with the appropriate Staff and Contact if applicable.
 

*                   Telemarketing – Current Other Agent’s Sellers - if selected, you have the option

 to link this appointment with the appropriate Staff and Contact if applicable. 

The available Prospective Purchaser appointment types are:
 

*                   Meeting with Prospective Purchaser - if selected, you have the option to link this

 appointment with the appropriate Staff and Contact if applicable.
 

*                   Offer to Purchase & Negotiation - if selected, you have the option to link this

 appointment with the appropriate Listing and Contact if applicable.
 

*                   Other - if selected, you have the option to link this appointment with the appropriate

 Staff and Contact if applicable.
 

*                   Property Inspections - if selected, you have the option to link this appointment with

 the appropriate Property and Contact if applicable.
 

*                   Introduction – if selected, you have the option to link this appointment with the

 appropriate Contact and Listings if applicable. 
 

The available Prospective Vendor appointment types are:
 

*                   Appraisal - if selected, you have the option to link this appointment with the

 appropriate Property and Contact if applicable. 

 

*                   Appraisal Follow Up Meeting - if selected, you have the option to link this appointment

 with the appropriate Appraisal and Contact if applicable. 

 

*                   Deliver Company Info and Pre-Appraisal Kit - if selected, you have the option

 to link this appointment with the appropriate Appraisal and Contact if applicable.
 

*                   Other - if selected, you have the option to link this appointment with the appropriate

 Appraisal and Contact if applicable.
 

*                   Prepare CMA and Presentation for Appraisal - if selected, you have the option to

 link this appointment with the appropriate Property and Contact if applicable. 

 

*                   Prior to Appraisal - if selected, you have the option to link this appointment with the

 appropriate Property and Contact if applicable. 

The available Rental appointment types are:
 

*                   Other- if selected, you have the option to link this appointment with the appropriate

 Property and Contact if applicable.
 

*                   Rental Appointment to list - if selected, you have the option to link this appointment

 with the appropriate Property and Contact if applicable.
 

*                   Rental Appraisal - if selected, you have the option to link this appointment with the

 appropriate Property and Contact if applicable.
 

*                   Rental Inspection - if selected, you have the option to link this appointment with the

 appropriate Property and Contact if applicable. 

The available Roster & Company Activities appointment types are:
 

*                   Attend Company Auction - if selected, you have the option to link this appointment

 with the appropriate Staff and Contact if applicable.
 

*                   Awards night - if selected, you have the option to link this appointment with the

 appropriate Staff and Contact if applicable.
 

*                   Company Event/Presentation - if selected, you have the option to link this

 appointment with the appropriate Staff and Contact if applicable.
 

*                   Other - if selected, you have the option to link this appointment with the appropriate

 Staff and Contact if applicable.
 

*                   Roster Duty - if selected, you have the option to link this appointment with the

 appropriate Staff and Contact if applicable.
 

*                   Social Event - if selected, you have the option to link this appointment with the

 appropriate Staff and Contact if applicable. 

The available Suppliers & Contractors appointment types are:
 

*                   Existing Supplier/Contractor Meeting - if selected, you have the option to link this

 appointment with the appropriate Staff and Contact if applicable.
 

*                   New Supplier/Contract Presentation - if selected, you have the option to link this

 appointment with the appropriate Staff and Contact if applicable. 

*                   Other - if selected, you have the option to link this appointment with the appropriate

 Staff and Contact if applicable.
 

*                   Trade Show- if selected, you have the option to link this appointment with the

 appropriate Staff and Contact if applicable.
 

The available Training & Meeting appointment types are:
 

*                   Administration Meeting - if selected, you have the option to link this appointment

 with the appropriate Staff and Contact if applicable.
 

*                   Conference - if selected, you have the option to link this appointment with the

 appropriate Staff and Contact if applicable.
 

*                   External Training - if selected, you have the option to link this appointment with the

 appropriate Staff and Contact if applicable.
 

*                   Internal Training - if selected, you have the option to link this appointment with the

 appropriate Staff and Contact if applicable.
 

*                   Management Meeting - if selected, you have the option to link this appointment with

 the appropriate Staff and Contact if applicable.
 

*                   Marketing Group Zone Meeting - if selected, you have the option to link this

 appointment with the appropriate Staff and Contact if applicable.
 

*                   Other - if selected, you have the option to link this appointment with the appropriate

 Staff and Contact if applicable.
 

*                   Property Management Meeting - if selected, you have the option to link this

 appointment with the appropriate Staff and Contact if applicable.
 

*                   Sales Meeting - if selected, you have the option to link this appointment with the

 appropriate Staff and Contact if applicable.
 

*                   Staff Meeting - if selected, you have the option to link this appointment with the

 appropriate Staff and Contact if applicable.
 

*                   Stock Run – Listing Caravan - if selected, you have the option to link this

 appointment with the appropriate Staff and Contact if applicable.
 

The available Under Contract appointment types are:
 

*                   Building Inspection - if selected, you have the option to link this appointment with the

 appropriate Contract and Contact if applicable.
 

*                   Council Inspection - if selected, you have the option to link this appointment with the

 appropriate Contract and Contact if applicable.
 

*                   Meeting with Purchaser under Contract - if selected, you have the option to link

 this appointment with the appropriate Contract and Contact if applicable.
 

*                   Meeting with Vendor under Contract - if selected, you have the option to link this

 appointment with the appropriate Contract and Contact if applicable.
 

*                   Other - if selected, you have the option to link this appointment with the appropriate

 Contract and Contact if applicable.
 

*                   Pest Inspection - if selected, you have the option to link this appointment with the

 appropriate Contract and Contact if applicable. Pre – Settlement Inspection- if  
 selected, you have the option to link this appointment with the appropriate Contract
 and Contact if applicable.
 

*                   Rental Appraisal - if selected, you have the option to link this appointment with the

 appropriate Contract and Contact if applicable.
 

Note: The Business Type Activity appointments may also be subject to additional staff Attendees, if applicable click on the Attendees tab & assign the relevant staff