How to Schedule Property Viewings Using Calendly and agentOS

Step 1: Create Your Calendly Account

• Visit Calendly: Start by navigating to https://calendly.com/ on your web browser.
• Sign Up: Click the “Sign Up” button. You can sign up with an email address or by connecting your Google or Microsoft account for added convenience.
• Follow Setup Instructions: Calendly will guide you through the initial setup, including setting your time zone and basic preferences.

Step 2: Create a Calendar and Set Your Availability

• Dashboard Overview: Once logged in, you’ll be taken to your dashboard. Here, click on "Event Types" to start setting up your calendar.
• Click on “+ New Event Type” and choose between a One-on-One or Group event, depending on your need for property viewings.
• Customize Your Event: Fill in the event details, including name (e.g., "Property Viewing"), location (which can be set to a custom location or left blank for virtual meetings), and duration.
• Set Your Availability: Navigate to the "When can people book this event?" section to set your availability specifically for property viewings.

Step 3: Customize Your Booking Form

• Add Questions: In the event customization options, look for the “Invitee Questions” section. Here, you can add custom questions to gather additional information. For property viewings, you might ask for the property address they're interested in.
• Save Your Event Type: Once you’ve added your questions and finalized your event details, save your event type.

Step 4: Integrate with agentOS

After a booking is made, you’ll want the information to flow into agentOS automatically:

• Automated Import: Ensure that your Calendly is connected to agentOS. This integration requires you to contact [e-mail] with your Calendly login details so that they can enable it.
• Check Your Calendar: Once a booking is placed through Calendly, it will automatically appear in your agentOS diary, tagged with the event type name (e.g., "Property Viewing") and the property address provided by the potential viewer.

Step 5: Viewing Appointment Details

After a booking is made, you’ll want the information to flow into agentOS automatically:

• Access the Appointment: In agentOS, click on the appointment you wish to view more details of.
• Review Information: You’ll see the guest's name, their email address, and the specific property they’re interested in viewing.

Conclusion

By following these steps, you can efficiently manage property viewings, ensuring that all appointments are organized and integrated into your agentOS diary. This not only saves time but also provides a seamless experience for both the agent and the prospective property viewer.

For any additional help or specific questions, please contact [e-mail]