Appointments

Overview

Appointments are scheduled, internal events used to coordinate visits, inspections, or other time-based tasks within the platform. Unlike work orders, appointments are intended primarily for internal visibility and do not trigger notifications to homeowners or vendors.

Appointments appear on both the global events calendar and individual property calendars, offering a clear overview of scheduled activity across the organization.

Where Appointments Are Used

Appointments can be created and viewed from multiple areas of the platform, including:

The Events calendar (global overview across properties)
The Appointments list for a selected property
The Events section within an individual property page

Common Use Cases

Scheduling internal staff visits to properties
Planning inspections or walkthroughs that don’t require homeowner involvement
Adding context to upcoming tasks or recurring service events
Tracking activity that does not require a formal work order

Features

Appointments support a variety of features designed for easy scheduling and internal coordination:

Visual calendar integration
- Work orders appear in purple
- Appointments appear in blue
Monthly and weekly calendar views
Optional fields, such as associated tasks or vendors
Time and date selection for any future appointment
Photo uploads to add visual context
Edit and cancel options from both the property page and events calendar
No notifications are sent when appointments are created, edited, or canceled

Notifications

Appointments are notification-free by design. No alerts or messages are sent to:

Homeowners
Vendors
External parties

This makes appointments ideal for internal scheduling and planning. Staff members can view appointments in the calendar and on the property page, but platform notifications are not triggered.

Work orders differ from appointments in that they do send various notifications to stakeholders as needed.