Schedule an appointment

Follow the instructions below to schedule an appointment using ScheduleAssist:

  1. With a report open, go to the Assignment PowerView and click ScheduleAssist in the toolbar. You can also access ScheduleAssist via the Data menu.

  2. When the New Appointment wizard appears, any available information from your report is automatically populated. Information that is not available is left blank. Review and edit the details as necessary.
  3. Choose the Appraiser, Report Due Date, Earliest and Latest Appointment, Time Needed, and Optimize for options. When you're finished, click See Availability.

  4. Choose your scheduling option:

  5. Click Preview Notification. Then, enter your contact's information and choose your message template:

    1. Select the contact from the drop‑down menu (  )  or manually enter a contact name.
    2. Enter a mobile number for the contact.
    3. Select a message template from the list of templates on the left
    4. Edit the message as needed in the text area on the right.
      Changes made to the message template only apply to this contact. Go to the ScheduleAssist Settings to add, edit, or delete message templates used for all contacts.
    5. Place your cursor in the message text ( D ) where you would like to insert data from your report. Then click the Insert Field drop‑down menu to choose the field you want to insert.
      If you're inserting a field that is empty in your report, it's displayed in red in the message text ( D ) to indicate that the data doesn't exist in your report.
    6. Click Copy Text to copy the message text from the text area ( D ) to your clipboard so that you can paste it in an email or another location.
    7. This button is only available if you chose Option 1 in step 4. Click Copy Link to copy the URL where your client chooses their appointment time, so that you can send it via email or another method of communication.
    8. Choose to Save or Save and Send Text.