Appointments

Overview

Appointments are internal scheduling tools used to plan visits, inspections, and recurring tasks within the platform. They are intended for internal visibility and coordination and do not trigger notifications to homeowners or vendors.

Appointments represent when an activity is planned. They do not manage task execution, completion, or external communication.

Key Characteristics

Used for internal planning and coordination
Do not send notifications
Do not manage task execution or completion
May be associated with internal tasks or planned activity
Appear in blue on calendars

How Appointments Are Used

Appointments are used to schedule and track internal activity such as property visits, inspections, or planned work. They provide visibility into upcoming activity without initiating or managing work itself.

In some cases, an appointment may be scheduled to carry out or support work that is tracked elsewhere in the platform. Appointments remain independent and are managed separately.

Access and Permissions

PM (property managers) can create, edit, manage, and cancel appointments
FO (field operators) can view appointments only

Access	PM Read	PM Write	FO Read	FO Write
View appointments	✓	✓	✓	✗
Create appointments	✗	✓	✗	✗
Edit appointments	✗	✓	✗	✗
Cancel appointments	✗	✓	✗	✗

Where Appointments Appear

Appointments are visible in the following areas of the platform:

Global event calendar
Property-level calendars
Events section appointment list
Related tasks or planned activity (for scheduling reference)

Field Operator (FO) Experience

Viewing Appointments

FO users access appointments through the Events page. The event calendar displays scheduled events for properties the FO has access to.

Calendar functionality includes:

Navigation by day, week, or month
A Today shortcut for the current date
Filters for arrival, departure, work order, and appointment events

Appointment List and Details

Below the calendar, FO users can view a list of appointments. Each appointment displays:

Homeowner name
Appointment name
Task, if applicable
Date and time
Associated vendor, if applicable
Property address

Selecting an appointment opens the Appointment Details page, which includes:

Property and homeowner information
Appointment description and context
Date and time
Uploaded photos, if available

FO users cannot create, edit, or cancel appointments.

Property Manager (PM) Experience

Creating Appointments

PM users can create appointments from the Events page by selecting New Appointment.

Appointment creation includes:

Property selection
Appointment name
Description
Optional task details
Optional vendor association
Date and time selection
Photo uploads for reference or context

PM users can cancel creation or save the appointment.

Managing Appointments

PM users can manage existing appointments by:

Editing appointment details
Updating date, time, or associated information
Canceling appointments when no longer needed

An Edit option is available on the Appointment Details page.

Best Practices

Use appointments to plan and track internal activity
Keep appointments focused on scheduling and timing
Use clear, concise descriptions to explain the purpose of the appointment
Use other platform tools when execution, completion, or notifications are required

Best Practices

Use appointments to plan internal activity without notifying homeowners or vendors
Pair appointments with work orders when timing needs to be visible
Keep appointment descriptions focused on purpose and scope
Use task