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--- CLIP 2: Schedule & Files ---
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[00:00:46]
Let's go ahead and click on the schedule tab where we can schedule the initial consultation. So it'll take you to the month view here by default. You can click right here and switch to week if you want to view it in a week view, and
[00:01:35]
you have two options to schedule an initial consultation. You can either click right here and to new task and event, or you can do the new button in the top. So let's say we want to schedule it for tomorrow, and we can click on here, new task and event, and then you can see it opens up this panel where we can choose who's going to that task. So you can select different employees here. You'll see like salespeople and office people that you've added here, and then you can select the type of the task. So it'll give you some different options. These are editable in the settings, which I'll show you. So there's different types of tasks. The most common will be this estimate consultation as the initial meeting.
[00:02:20]
You can also add your own custom categories. So for this, let's go ahead and click on estimate consultation. As you can see here, it'll say estimate of John Smith. This will be the client's name here, and then you can confirm the date, time. You can edit the description here, but this will come default based on this type of task, and then you're essentially ready to click save, and here you can see it gives us an option to send out an email to the client with a booking confirmation. So you'll see here it shows that this is a preview of what the client's going to see. You can edit this email template in the settings, which I'm going to show you here in just a second, and you would just click send email, and the customer's going to get an email with
[00:03:07]
that confirmation. You can also send a reminder email, an hour, two hours, or one day, whatever you want to set it up before the appointment that goes to the client. So you just click save there, and that will be saved. So now we have an appointment here scheduled for tomorrow where you or one of the team members from your company will go out and meet with the customer and look at the property and get all the scope of work for that project. The next step will be going to the files tab here, and when the salesperson or yourself is on site meeting with the client, you can take any photos, videos, you can get any PDFs, plot plans, whatever it might be, and you can upload those all here into the files tab
[00:03:54]
directly with this upload button, and you can do this directly on the mobile app on your phone. So make sure you download the mobile app from the App Store or Google Play Store, and you can come to this client and upload any files directly from there. Going back to the schedule real briefly, talking about these different types of events here, you're going to be able to edit that in the settings. If you go to settings and then go to calendar, you'll see those different types of meetings, and you can click right here to view and edit those email templates. So if you need to make any changes, you can also click the pencil on the left side to edit the default settings and options, reminders, that type of stuff. So just reach out to us if you have any questions. These are all set up for you, and you can add your own as well if you'd like.