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(Legacy CRM) Tour and Meeting Schedule Widget
(Legacy CRM) Tour and Meeting Schedule Widget

This article will go over the Tour & Meeting Schedule calendar that’s shown on your homepage.

Teddy Hook avatar
Written by Teddy Hook
Updated over 2 weeks ago

The Tour and Meeting Schedule calendar is used to review any current scheduled tasks that you have set within the database. Primarily, any tours or meetings that you scheduled will automatically appear here within the calendar.

To take a step further, anything highlighted in orange are the tasks that you have scheduled within the database. Meaning that if you hover over those items, you will be able to see the leads that are scheduled along with the set time of that task. This will help you gauge per day of what’s currently scheduled, and not overbook yourself while scheduling other meetings on the calendar. (See image below)

If you need to review the date closer, you can click on the highlighted date to review all the leads/tasks that are scheduled on that date. This will show you all the time slots taken or available, along with the lead’s name and staff member who is assigned that task. (See image below)

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