NOTE: If you’re on the Standard (free) plan, don’t forget to include yourself as an Invitee if you want to receive a copy of the invite! If you’re on a paid plan but don’t see your calendar as an option, please check out this guide for how to enable your calendar sync in your profile.
NOTE: Adding someone as an invitee will send a calendar invitation, which will show up everywhere their calendar is synced (e.g. their phone and/or computer). Toggling visibility determines whether or not your clients can see it on their timeline. For an owner-occupied home, you will likely want to both invite your client to the photography appointment (with comments in the description to keep the house sparkling clean for this appointment) and make it visible on the timeline. If vacant, you likely would not invite them, but would still want it visible on the timeline. If you’re blocking time on your own calendar for dropping off flyers, you may or may not want it visible on their timeline.
NOTE: These are the contact types currently available under each category:
Inspector: General Home, Roof, Pest, Fireplace / Chimney, Soil / Land, Pool, Sewer, Energy/ Water, Underground Storage Tank, Natural Hazards Discl.
Cleaner / Prep: Cleaner, House Cleaner, Carper Cleaner, Landscaper, Movers.
Marketing: Stager, Photographer, Videographer, Sign Post Installer, Printer, Website Builder.
Real Estate Professional: Assistant, Lender, Mortgage Broker, Appraiser, Title Representative, Escrow Assistant.
Repairs: Handyperson, Plumber, Electrician, HVAC, Painter, General Contractor.
Have someone else that doesn’t match one of these? No problem! Choose “Other Service Provider”