How to Use the Portfolio Calendar

TL;DR

The Portfolio Calendar allows you to schedule, track, and manage all property viewings and key buyer events in one place, directly linked to specific properties and portfolios. This reduces back-and-forth communication, prevents double booking, and keeps your buyer search progressing smoothly.

When to use this

Consider using the Portfolio Calendar when:

• A buyer has marked a property as Interested
• You are coordinating multiple viewings across properties
• You prefer a single source of truth for tours instead of relying on chats, notes, or external calendars
• You seek visibility across all scheduled activities in a portfolio

Step-by-step instructions

Option 1: Schedule a Viewing from a Property (Best for buyer-driven tours)

This option is suitable when a buyer has already shown interest in a specific property.

1. Open the Portfolio.
2. Go to the property marked as Interested by the buyer.
3. Review buyer notes or chat to confirm availability.

• If timing isn’t clear, consider asking the buyer in chat before scheduling.

4. Scroll below the property description.
5. Click Schedule Viewing.
6. Select:

• Name the event
• Date
• Time
• Duration

7. Save the event.

The viewing is now linked directly to that property and appears in the Portfolio Calendar.

Option 2: Create an Event from the Portfolio Calendar (Best for agent-led planning)

This option is ideal when you want to plan ahead or batch-schedule multiple viewings.

1. Open the Portfolio.
2. Navigate to the Calendar tab.
3. Click the ＋ (plus) button.
4. Enter:

• • Event name (e.g., Alcântara Apartment Viewing)
  • Date and time
  • Associated property

5. Save the event.

This approach is beneficial for structuring a full viewing day or week in advance.

Common issues & tips

• Buyer hasn’t marked the property as Interested

→ The Schedule Viewing option will not be visible. We recommend asking the buyer to update the status first.

• Unclear availability

→ Confirm timing in chat before scheduling to avoid rescheduling loops.

• Overbooking risk

→ Use the calendar view to check for conflicts before adding new events.

• Naming discipline matters

→ Use clear, property-specific event names to maintain calendar readability as volume grows.

• Calendar = execution layer

→ Notes and chats provide context; the calendar is for commitment. If it’s not on the calendar, it’s not confirmed.

Related articles

• How to Schedule Property Viewings
• How Buyers Mark Properties as Interested
• How to Add Notes to a Property
• Portfolio Management Best Practices

Updated on: 02/04/2026