The Events tool allows back-end users to create showing appointments and custom events . Showing events must be associated with a lead, time, and MLS Listing ID (or Rental ID). Custom events require only a title, time, and assigned recipient.

When a lead uses the front end "Schedule A Showing" tool, the scheduled Showing is assigned to the appropriate agent as an Event. If the lead has not been assigned to an agent, the event will automatically be assigned to the primary broker account.

Creating an Event

1. Click the “Event” button from the Quick Action Toolbar

2. Choose event type: Showing or “Event”(custom events can have any label you choose)

   1. Showing Events require association with a lead already in the system

3. Enter additional info; event name, start and end time and date, assigned user, listing ID, and lead name are required; all other fields are optional.

4. Create Event

5. Leave the “Receive Email Updates for this Event?” box checked if you would like to receive an update via email every time this event is updated

6. Check the “Assigned User’s Office Manager Receives Email Updates for this Event?” box if you want the assigned user’s office manager to receive copies of update emails for this event

7. Click “Create Event” to save changes and create this event

Once an event has been created it will be available in the “Created Events” table. If you assign an event to another user, the user will receive an email indicating that an event has been created for them. This email contains a hyperlink to the full event details. If you create and event for yourself, you will not receive an email update. Your ten events with the nearest start dates will be shown on your Dashboard.

Updating an Event

Events can be updated as often as needed. All update comments are recorded in the full details section of the events; changes such as status require a comment. Any user who receives email updates for an event will be notified via email when an event note is created.

Editing an Event

Event information can be edited whenever a change is needed. Brokers and Admins are able to edit any Events, and agents are able to edit Events assigned to them or created by them. To edit an event, follow these steps:

1. Click the title of the Event on any Events table (Created Events, All Events, etc.)

2. Click the “Edit Event” button in the upper right corner of the Event window

3. Edit information as needed (Ex. date change, Event name change, etc.)

4. Click “Update Event” to save changes

My Upcoming Events

To view all upcoming Events that have been assigned to you, click the “My Upcoming Events” sub-item under the Events tab. You can perform an advanced event search here, or can or sort and filter your upcoming events on the table shown. Click any event name to view full details for the event.

All Events

Broker and Admins have the ability to view all events assigned to all agents in the system. Events are sorted by upcoming due date by default. You can perform more detailed searches by clicking the “Event Search” button in the upper right below the Keyword Search field.

Search Events

1. Click the“Search Events” sub-item under the Events tab, or the Advanced Event Search button on any Events window

2. Enter your search criteria; click “Show Advanced Options” to refine your search as much as possible

3. Click “Search” to find your desired Events

Saving an Event Report

After you have performed an Advanced Event Search, you can save your search as a report for future use. Saved reports are available in a dropdown at the top of the Advanced Event Search page for reference. You may edit saved reports at any time, or delete a saved report if needed.

To do so, follow these steps:

1. Perform an Event Search

2. Enter a name for this report in the “Save Search” text field at the top of the search results

3. Click “Save” to save this report for future use

To delete a report , simply select the report from the dropdown list on the Advanced Event Search page to run the report, then click the “Remove Saved Event Report” link which appears to the right of the Saved Event Reports dropdown.