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# 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.
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## 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](https://propwise.crisp.help/en/article/how-to-schedule-property-viewings-in-propwise-ncakli/)
* [How Buyers Mark Properties as Interested](https://propwise.crisp.help/en/article/how-to-mark-properties-as-interested-or-rejected-buyer-1ptv4r9/)
* [How to Add Notes to a Property](https://propwise.crisp.help/en/article/how-to-add-notes-to-a-property-internal-vs-buyer-visible-6im2em/)
* [Portfolio Management Best Practices](https://propwise.crisp.help/en/article/what-are-some-best-practices-for-managing-portfolios-rcdha1/)