CRM & Clients4 min read
Scheduling Property Viewings and Managing Client Appointments
Book on-site or virtual property viewings, track confirmations, and mark completed or no-show appointments.
Booking and Managing Appointments
Open Company > Appointments (`/companies/:company_id/appointments`) or schedule directly from a client record (`/clients/:client_id/appointments`). Link the appointment to a specific property, client, and agent, and set the date, time, and meeting notes.
- Central calendar view of all upcoming property showings and client meetings.
- One-click status updates: Confirm (`confirm`), Complete (`complete`), Cancel (`cancel`), or No-Show (`no_show`).
- Automated email notifications and zero-login RSVP links for clients.
Client RSVP and Showing Passes
Invited visitors receive a zero-login RSVP link (`/showings/rsvp/:rsvp_token`) to confirm or reschedule their attendance and access their mobile QR showing pass.
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