Appointments and calendar

See your visits

1. Appointments: a list you can filter by status and sales agent.
2. Calendar: who is going where, day by day, including busy times from connected calendars.
3. Open a visit to read What the homeowner told the AI before you go.

Before and after the visit

1. Confirm visit once you’ve spoken with the homeowner.
2. Afterwards, Mark visited or Mark no-show.
3. Cancel appointment if it’s off. The homeowner and the sales agent get an email.

Need a visit moved to another time? Cancel it and book the new time, or ask us in the chat bubble.

Book a visit yourself

1. From Needs a human, choose Booked, then pick the sales agent and one of their open times.
2. Times that clash with another visit are refused, so nobody is double-booked.

Never double-book

Connect each sales agent’s own calendar so the AI sees the jobs they already have. How to find the private link.