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For Clients using AppFolio. Lisa keeps track of your agent's working hours in AppFolio. You can edit each property's agents and their hours under the "Lisa Settings" tab on any property page. When yo…
Updated 5 years ago
When any company starts using Lisa, they create a new company email account for her to use. She looks at calendar events to see when you are busy and sends calendar invitations for showings. If Lisa…
Updated 4 years ago by Rob Ryan
Some properties have only one agent, but others have several. Blocks can help you share work with your colleagues. If Lisa sees that you blocked your calendar, she'll offer it to someone else. But su…
Updated 4 years ago
Lisa looks at your work calendar to decide when she can schedule appointments. She won't schedule anyone for times marked as busy. Remember to DECLINE appointments you can't make, even during blocks.…
When an agent works off-site, Lisa knows that they need extra time to travel from one property to another. A boss needs to tell Lisa which properties have off-site agents and she’ll be able to make a…
Lisa gets your availability right from your calendar. Ask her what blocks she sees for a particular day and property: “Hi Lisa, what blocks do you see on my calendar for 2019-06-20 at Jellyfish Acres…
Lisa schedules on-site and off-site agents differently. On-site agents are at the property during their scheduled workday. So, Lisa sends in prospects with less notice. Off-site agents need to travel…
You can use blocks to close a property for events or holidays. Since Lisa doesn't need to know why you're not available, you have to tell her you are busy. Lisa won't read why you blocked your calend…
If your calendar is blocked and you don't want it to be, it's easy to remove. Either: Find the day and time that is blocked and delete the event, or. Mark the event as "free.". Here are some step-by-…
In Microsoft Outlook, the process takes a few steps: Find the day and time of the event,. Click on it,. Click on edit, then click on more options,. Change the "Busy" status to free,. Save your change…
In Google Calendar, there are a few steps: Find the day and time of the event,. Click on it,. Click on edit,. Change the "Busy" status to free,. Save your changes.
In Google Calendar, the process takes a few steps: Find the day and time of the event,. Click on it,. Click on edit,. Change the "busy" status to free,. Save your changes.
Blocking days works the same as blocking hours, you just have to mark the event as lasting all day. Create a new event. Fill out the details and mark it "All day" and busy , so Lisa knows you won't b…
Suppose you need to step out of the office to go to the dentist, this animation shows how you can schedule that appointment. Click and drag on the calendar when the appointment should be or click "+…
Suppose you need to step out of the office to pick up your kids, this animation shows you how you can schedule that appointment. Create a new event. Fill out the details, but remember, Lisa won't rea…
A scheduling group makes it easy to schedule holidays and trainings. You can make groups for all your employees or agents at certain properties. In Outlook. Outlook can use "contact groups" to manage…
While Lisa wants to help schedule appointments for you, sometimes you need to schedule a special appointment. The easiest way to do this is to get the prospect's: Name,. Phone number, and. Email addr…
Lisa considers your blocks and declined appointments as between you and your boss. She sends weekly reports about when people are unavailable, but won't say why. She respects that you're the expert o…
Since Lisa only needs to know if you're busy, or not, you can mark an event as repeating. You only need to setup a "Recurrence" or repeating event. Official Google Documentation Official Microsoft Do…
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