3. Day Planner & Calendar
3. Day Planner & Calendar
Never miss a follow up. Prioritize tasks. Set reminders. Keep organized.
Helping you keep organized and connected with clients is our top priority. Rest assured at night knowing that you didn't miss any important To-Do's with our simple daily, weekly and monthly calendar Task Manager to keep you focused on top priorities and organized. Every day. Review the five modules below to learn everything you need to know to simply your To-Do's now!
Course outline: 5 steps below
Estimated time to complete: 15 minutes
3-1. Daily Planner Overview
The Daily Planner is your digital notebook for all your important events. It is broken down into three sections: Daily Routine (Left), My Schedule/My Day (Centre) and To Do's (Right). Each day of the year has its own page and can be used to plan your entire real estate business.
3-2. Daily Routine
The daily routine is your place to start your day. We have compiled all the best practices from all the top agents and put together a list of six key things you should do to start your day. Once you complete an activity, just mark it with a check!
3-3. My Day & To Do's
In the My Day part of the planner you can directly add appointments and deadlines. If you need to do something but you don’t need to do it today, you can add that To Do under the “Do Someday” section. Anything you add to the “Do Someday” section can be added to your daily planner when you need to get it done.
Looking for ideas on things to do in your business?
We have provided you with a bunch of suggested items to grow your business below. To add these items to your day just click on the three dots (…) and click “Add to Today” or “Schedule”.
Your calendar brings it all together. At a glance you can switch from Month to Week View, peak in on a day, add a new appointment or deadline, or mark and item as complete. To add a task or appointment you can do so several ways and in general, you just click on the the teal button or plus.
On our paid plans, you can turn on the following events:
Client Property Anniversaries
Keep in Contact Events
3-5. Google Calendar Sync
Available on all of our paid plans, you can sync your RealOffice360 Calendar directly with your Google Calendar. This will do the following:
It will show your RealOffice360 Calendar on your Google Calendar
It will display all of your work (RealOffice360) events on your Google Calendar
What it won’t do is:
We will not pull in your Google Calendar events into RealOffice360. We don’t want to clutter your calendar
You cannot add an event in your Google Calendar and have it appear in RealOffice360.
To activate this feature, simply upgrade to any of our paid plans and turn on the “Sync” button found in the top right corner of the page on the Calendar section.