Events

There are two kinds of Events in the Reach eco-system: General Events and Showing Events. General events can, but are not required to, be linked to other items (e.g. a Client, Listing, or Transaction) and offer more flexibility. Showing Events are specifically designed for real-life showings and therefore must be linked to either a Listing or a Buyer Lead.

General Events

General Events in Reach can be linked with other items (Clients, Listings, or Transactions) but they don't have to be. Linked Events are often created in other parts of Reach (e.g. Booking an event on a Client creates an Event automatically linked with the Client) but they can be created on the Calendar page as well.

General Events offer the following features:

• Can be linked to another item (but doesn't have to be)
• The Event owner can be selected at creation time (only for unlinked events)
• The Events can have a start and end time or be "all day" events
• Events can be recurring (only for unlinked events)

Create a General Event

To start creating a new Reach Event, follow these steps.

1. In the sidebar, click on Calendar
2. Click the + Add Event button
3. Select General Event
4. Enter a Title for your Event
5. Do not add a Listing, Client, or Transaction
6. Enter the time your Event Starts
7. Enter the time your Event Ends
8. Enter an optional Note for your Event
9. Click Save

You are now the owner of this created Event.

Create a General Linked Event

To start creating a new Event that is associated with another item within Reach, follow these steps:

1. In the sidebar, click on Calendar
2. Click the + Add Event button
3. Select General Event
4. Enter a Title for your Event
5. Select a Client, Listing, or Transaction that belongs to yourself or a team member

6. Enter the time your Event Starts
7. Enter the time your Event Ends
8. Enter an optional Note for your event
9. Click Save

Just because you created this Event does not mean you are the owner; a linked Reach Event is owned by the same Reach user who owns the linked item.

tip

For more information, read Understanding Ownership

Showing Events

Showing Events in Reach are divided into Listing Showings and Buyer Showings. Listing Showings keep track of when your Listings are shown to prospective buyers; Buyer Showings keep track of when you show properties to your Buyer Leads. Although these Showing Events are often booked from your Listing and Buyer Lead pages respectively, they can be booked through the Calendar page.

Showing Events offer the following features:

• Automatically linked to a Listing or a Buyer Lead that cannot be changed
• Can attach additional Agent information (a "Listing Agent" for Buyer Showings or a "Buyer's Agent" for Listing Showings) making it efficient to email InfoPacks to buyer agents or mass email agents that have shown your property.

tip

For more information on InfoPacks, read InfoPacks

Create a Listing Showing

You can create a Listing Showing when viewing the Listing using the "Book Event" button or you can create it via the Calendar. Steps for Calendar are listed below:

1. In the sidebar, click on Calendar
2. Click the + Add Event Button
3. Select Listing Showing
4. Select the Listing from the dialog that appears
5. Enter the time your Event Starts
6. Enter the time your Event Ends
7. Optionally add the Buyer's Agent that is showing your Listing
8. Enter an optional Note
9. Click Save

The owner of this Listing Showing is the team member who happens to own the Listing.

Create a Buyer Showing

You can create a Buyer Showing when viewing the Lead using the "Book Event" button or you can create it via the Calendar. Steps for Calendar are listed below:

1. In the sidebar, click on Calendar
2. Click the + Add Event Button
3. Select Buyer Showing
4. Select the Lead from the dialog that appears
5. Enter the Location (address) of the property you are showing
6. Enter the time your Event Starts
7. Enter the time your Event Ends
8. Optionally add the Listing Agent of the property you are showing
9. Enter an optional Note
10. Click Save

The owner of this Buyer Showing is the team member who happens to own the Buyer Lead.

Synced Google Events

When creating or editing an Event that is synced with a Google Calendar, additional properties are available.

Reminders

Reach allows you to configure Google Event reminders. Reminders are either "Email" or "Notification" reminders. An "Email" reminder means that Google will send you an email (specifically to the email that is the owner of the selected Google Calendar). A "Notification" reminder is used by applications that can send push notifications. Consider the following "Notification" examples:

• iCal can understand "Notification" reminders on Google Events and send you a push notification (your iPhone settings must allow push notifications from iCal)
• The Windows Calendar app can be configured with a Google Calendar. If allowed to do so based on your settings, it can send you a Windows push notification which will momentarily show up on your screen and can be viewed in the list of Windows notifications until dismissed.
• Google Calendar in the browser can be configured to send notifications. When Google Calendar is open, it will send you visual notifications of an Event in the browser.

In all of these examples above, a 3rd party application is responsible for understanding the Google Event "notification" reminder and sending a push notification to your device. Depending on device settings, you may have these kinds of notifications turned off.

info

Reach itself does not send push notifications. 3rd party applications (e.g. iCal, Windows Calendar App, Google Calendar app, etc) are responsible for push notifications.

Guest List

Events that are synced with Google allows inviting other people to the Event. This can be particularly useful. For example, you may book a Buyer Showing and you want to send a calendar invite to your Buyers. Follow the steps below:

1. In the sidebar, click on Calendar
2. Click the + Add Event button
3. Select General Event or a Showing Event
4. Enter a Title for your Event
5. In the Guests field, type in a list of email addresses you wish to send calendar invites to
6. Enter the time your Event Starts
7. Enter the time your Event Ends
8. Click Save

Google will send event invites out to the emails specified in the Guests field. Although the Event will show up in their calendars, some recipients may have Google Event invitation emails turned off.

tip

The default behavior is that guests cannot see the guest list (i.e. they cannot see the other email addresses of the other people invited) and guests receive updates for any Event changes. To change these settings after an Event is created, change them in the Event in Google Calendar.

note

The status of guests (whether a guest has accepted or denied the invitation) cannot be seen in Reach at this time.

Recurring Events

A recurring event is an event that happens multiple times. For example, you may a daily team sync every morning or every month you review the latest housing statistics. Instead of having to create an event for every occurrence, Reach allows you to create a recurring event.

Creating a Recurring Event

To create a recurring event, do the following:

1. In the sidebar, click on Calendar
2. Click the + Add Event button
3. Select General Event
4. Add the appropriate event Title
5. Select the Recurring Event checkbox (A Recurring Event cannot be associated with a Listing, Client, or Transaction)
6. Select the repeat interval (examples below):
   1. 1 Day(s): every day
   2. 2 Day(s): every 2nd day
   3. 1 Week(s), MON: every Monday
   4. 2 Week(s), MON, FRI: every 2nd week on Monday and Friday
7. Select the end condition:
   1. Never: The recurring event never ends
   2. After X Occurrence(s): The recurring event ends after the specified number of instances
   3. On (date): The recurring event ends after the specified date
8. Click Save

Each instance of your event should now be appearing on your calendar.

Editing a Recurring Event Instance

There may be a scenario in which you wish to edit a particular instance of a recurring event. For example, you may wish to extend this week's team meeting by 30 minutes or cancel next month's statistics review.

1. In the sidebar, click on Calendar
2. Select the Recurring Event instance you wish to edit
3. When prompted asking whether you wish to edit the event instance or the underlying recurring event, select Edit Instance
4. Edit the event
5. Click Save

Editing the Underlying Recurring Event

There may be a scenario in which you wish to edit the underlying recurring event itself (and thus all instances are affected). For example, the team's weekly sync meeting is being moved from 9am to 930am moving forward.

1. In the sidebar, click on Calendar
2. Select the Recurring Event instance you wish to edit
3. When prompted asking whether you wish to edit the event instance or the underlying recurring event, select Edit Recurring
4. Edit the event
5. Click Save

caution

If the time / frequency of the Recurring Event is changed, previously edited recurring instances may be reset as they are no longer applicable.