When to Use This
Use this method when you're:
Knocking doors and talking to customers
At a property on the map
Completing a disposition that needs follow-up
This is the fastest way to schedule appointments in the field.
Quick Steps
Open a property on the map
Complete your disposition
Tap "Schedule Event" when prompted
Choose "Closer Calendar" or "Personal Comeback"
Done! Appointment created automatically
Step-by-Step
1. Complete a Disposition
After talking to a customer:
Open the property on the Canvass map
Tap to open the property details
Complete a disposition (outcome of your visit)
If the disposition has "Schedule Appointment" enabled, you'll see a prompt
2. Choose Appointment Type
Two options appear: Personal Comeback - Quick follow-up
Simple comeback appointment
Just you attending
Minimal details needed
Creates event instantly
Closer Calendar - Schedule with a closer
Full closer assignment
Shows closer availability
Customer needs to be set
More details required
3. Personal Comeback Flow
If you select Personal Comeback:
Event created automatically with:
Type: Comeback
Location: Current property
Account: Linked to property
Owner: You
That's it! Check your calendar to see it
4. Closer Calendar Flow
If you select Closer Calendar: Step A: Set Resident (if needed)
If customer name isn't set, you'll be prompted
Add first name, last name, and contact info
Tap Continue
Step B: Choose Closer
See list of available closers
Green checkmark = Available
Red icon = Unavailable
Tap a closer to see their calendar
Step C: Pick Time Slot
View closer's available time slots
Tap a time slot
Event details auto-filled:
Date/time from slot
Closer as attendee
Customer info from property
Location from property
Step D: Confirm
Review event details
Add notes if needed
Tap Save
Navigate back to map
What Gets Filled Automatically?
When scheduling from a property, the app auto-fills:
Title - Customer's name
Location - Property address
Account - Linked to the property
Team - Your current team
Owner - You (the setter)
You just need to:
Pick the closer
Choose the time
Tips for Field Scheduling
Best Practices
Complete disposition first - This ensures proper workflow tracking
Check closer availability - Don't schedule unavailable closers
Add customer info immediately - Name, phone, email
Schedule same day if possible - Strike while the iron is hot
Quick Wins
Use Personal Comeback for simple follow-ups (faster)
Use Closer Calendar when customer is ready to close (better conversion)
Add notes about customer preferences or concerns
Common Issues
"Set Resident First"
Customer information is required for closer events
Tap to add name and contact info
Then continue scheduling
"No Closers Available"
All closers may be booked at that time
Try a different time slot
Contact your manager
"Account Required"
Property needs an account for closer events
Create account first
Then schedule appointment
What Happens Next?
After scheduling:
Notification sent - Closer gets notified
Calendar updated - Shows in both calendars
Account updated - Appointment linked to account
You can continue canvassing - Event is saved
To view or edit:
Go to Calendar tab
Find the event
Tap to view/edit details