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.

Open the Portfolio.

Go to the property marked as Interested by the buyer.

Review buyer notes or chat to confirm availability.

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

Scroll below the property description.

Click Schedule Viewing.

Select:

Name the event
Date
Time
Duration

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.

Open the Portfolio.

Navigate to the Calendar tab.

Click the ＋ (plus) button.

Enter:

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

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.

Updated on: 07/04/2026

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