Overview of the Updated Appointment Calendar System

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Overview of the Updated Appointment Calendar System

This video explains the 3 calendars in GenieREI, what each one is for, and who should be using them.

The 3 Calendars:

1. Appointment for Follow-Up

• Use this when you want to remind yourself to call a seller at a specific time without notifying them
• Best for: uncertain next steps, or when you don't yet know if the next call will be an offer appointment
• Only notifies the closer — seller gets no reminder
• Does not move the lead forward in the pipeline

2. Appointment for Offer

• Use this when the intention is specifically to make an offer
• Automatically set to 30 minutes (vs 10 for follow-up) since the call will likely be longer
• Moves the lead to the Appointment for Offer stage in your pipeline and dashboard
• For setters: book it to MayCloud so all closers can see it and whoever is free calls it first
• For closers: deselect everyone else and assign it to yourself
• Sends the seller a reminder

3. Appointment Setter Calendar

• For lead managers/appointment setters only
• When a revival list lead says call me back later, book it here
• Puts the lead at the top of the Revival List at the booked time — keeps setters in their list without mixing into the closer's Attack List

Booking Tips:

• If no time slots show up, hit Custom to manually choose a date and time
• Always confirm the appointment length before hitting Book