Help / Video tutorials / Agents: running deals
Appointments on a step
Add an appointment to a step with the time, place and who it's with, so your client can tap to call.
1:33 · Captions included · 5 chapters
Updated since this video was made
- Changed (Nov 1, 2026): The time is shown and typed in the appointment's own time zone (e.g. “Scheduled for (EST)”), and the emails show When / Was / Where with the zone. Appointment emails no longer promise that the calendar event updates itself: a moved one says to delete the old time, and all of them point to “Add every date to your calendar” on the board. “Documents the client must send” is a list — type a name and press Enter, up to 10.
Read the transcript
Here's how to record an appointment on a step, like the home inspection, and what your client sees.
Once you've booked the inspector, open the step on the Timeline, and click Schedule.
Set the date and time you've arranged, add the company and their phone number, and click Save.
The time now shows on the step, and the button changes to Reschedule.
For the rest, click Edit. Under Appointment details, add the inspector's name and email, where to meet, and a note for your client.
Click Save step, and it's all there on the step.
Jamie, the buyer, gets a text and an email right away, with the day and time, and a link to the board.
On the board, the step carries an appointment card: when it is, the company, the inspector, where to meet, and your note.
Jamie can tap Call Taylor to phone the inspector, or Email to write to them.
Within two days of the appointment, Jamie also gets a reminder by email and text, with the time and where to meet.
If the time changes, click Reschedule, set the new time, and click Save.
Jamie gets a text and an email with the new time, and the time it was before.
To take it off, click Reschedule, then Remove appointment.
Jamie is told it was removed, and that you'll share a new time soon.
That's appointments: you record the time, who it's with and where, and your client has every detail, with a tap to call.
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