Schedule and manage reminders

Opening the calendar Go to Reminders in the team sidebar. The default view is typically month or day depending on last visit — toggle with the view switcher in the toolbar. Navigation arrows move between days or months. Today jumps back to the current date when you drift while planning. Day view Day view shows time-ordered cards for a single date — ideal for: Morning standup — what fires today? Call blocks — execute reminders sequentially Visit days — see listing-linked items geographically if titles include areas Each card displays title, time, linked entities, and completion controls. Click a card for detail where you edit or mark complete. Completing from day view When the follow-up happened, mark complete (or equivalent). Completed items leave the active day stack and move to history . Some teams require completion notes — add outcome (“left voicemail”, “tour booked”). Month view Month view shows dots or chips per day — scan workload distribution: Spot overloaded Thursdays Find gaps to schedule owner check-ins Coordinate team coverage before vacations Click a day to drill into day view or a side panel list. Creating a reminder Click New reminder (toolbar or floating action). The form includes: Scheduling fields Date and time — when the nudge fires Duration or end time — optional for multi-hour visits Pre-notification — minutes/hours before due (if exposed) Recurrence — when your setup supports repeating owner reviews Use team timezone implicitly — all members see times consistent with team settings. Content fields Title — actionable (“Call Ahmadi – budget confirm”) Description — extra context, gate codes, companion names Scope — personal vs team-visible when selectable Linking fields Attach customers , listings , buyer requests , or multiple entities when supported. Links power one-click navigation and contextual lists on client records. Save — the reminder appears on calendar and schedules notifications. Editing and canceling Open reminder detail → Edit to move time or update links. Delete removes future notifications — use when deal closed elsewhere. If reminder already fired, editing may require completing open occurrence first (error message guides you). History page Open History from sub-navigation or `/reminders/history`. Filter completed items by date range or search. Managers audit follow-up discipline; agents prove they returned calls after disputes. History does not replace customer notes — still log outcomes on the customer record. Toolbar actions Common actions (labels vary): Filter — my reminders vs all team reminders (permission gated) New reminder View toggle — day / month Link to history Notification behavior At pre-notify and due times, the bell shows reminder entries. Click View reminder to open detail. Turn on desktop alerts in the notifications drawer for reminders when multitasking across tabs. Linking best practices One primary customer link per callback reminder Listing links for showings include unit title in reminder title for driving directions lookup Buyer request links when follow-up is about demand not one listing Team coordination Before assigning team-scoped reminders to colleagues, confirm policy — some teams only self-schedule. Leads may review history weekly rather than policing live calendar intrusively. Quick example 1. Finish call — client asks Friday 4pm update 2. New reminder — Friday 3:45pm, linked customer + buyer request 3. Friday day view — complete after call, note on customer 4. History — trail if client disputes timing Scheduling discipline is visible work — calendars do not lie about follow-through.