TUTORIAL

Add an Appointment

Follow this guide to learn how to add a new appointment in Effie.

In Effie, you can Add a new Appointment in a few locations:

1. The ‘New’ Button on the Top Right
2. Appointments Tab in the Contacts Panel
3. Appointments Screen

Using the ‘New’ Button on the Top Right

1. Click the ‘New’ Button on the Top Right
2. In the dropdown, choose ‘Appointment’
3. Choose the contact the appointment is with
   • If the contact doesn’t show up in the system, you may need to create the contact first. Learn how to add a contact
4. Choose the Appointment Type
   • Intro: Appointments created to speak with a contact for the first time.
   • Follow Up: Any appointment created to follow-up on a pending task.
   • ReConnect: Appointments created to connect with a contact who we haven’t engaged with in a while.
   • Present offer: Appointments created when we have an offer we want to present to a seller, agent or wholesaler.
   • Q & A: Appointments created to answer a series of questions from you or another contact.
   • Walkthrough: Appointment created for a property walkthrough.
   • Post Closing: Appointments created after a deal has closed. This could be for the purpose of finalizing documents, checking in, or simply saying thank you.
5. Pick the date & time
6. Choose the team member the appointment will be with
7. Add relevant notes for the appointment
   • Remember that other team members might need to see these notes to understand the appointment, especially if you create the appointment for someone else.
8. Click ‘Set Appointment’

Using the Appointments Tab in the Contacts Panel

1. Select a Contact
2. On the contacts panel on the right, navigate to the Appointments tab
3. On the calendar, click a day for the appointment
4. On the day view, click a time for the appointment
5. Choose the Appointment Type
   • Intro: Appointments created to speak with a contact for the first time.
   • Follow Up: Any appointment created to follow-up on a pending task.
   • ReConnect: Appointments created to connect with a contact who we haven’t engaged with in a while.
   • Present offer: Appointments created when we have an offer we want to present to a seller, agent or wholesaler.
   • Q & A: Appointments created to answer a series of questions from you or another contact.
   • Walkthrough: Appointment created for a property walkthrough.
   • Post Closing: Appointments created after a deal has closed. This could be for the purpose of finalizing documents, checking in, or simply saying thank you.
6. Pick the date & time
7. Choose the team member the appointment will be with
8. Add relevant notes for the appointment
   • Remember that other team members might need to see these notes to understand the appointment, especially if you create the appointment for someone else.
9. Click ‘Set Appointment’

Using the Appointments Screen

1. Click a Date and Time
2. Choose the Appointment Type
   • Intro: Appointments created to speak with a contact for the first time.
   • Follow Up: Any appointment created to follow-up on a pending task.
   • ReConnect: Appointments created to connect with a contact who we haven’t engaged with in a while.
   • Present offer: Appointments created when we have an offer we want to present to a seller, agent or wholesaler.
   • Q & A: Appointments created to answer a series of questions from you or another contact.
   • Walkthrough: Appointment created for a property walkthrough.
   • Post Closing: Appointments created after a deal has closed. This could be for the purpose of finalizing documents, checking in, or simply saying thank you.
3. Pick the date & time
4. Choose the team member the appointment will be with
5. Add relevant notes for the appointment
   • Remember that other team members might need to see these notes to understand the appointment, especially if you create the appointment for someone else.
6. Click ‘Set Appointment’