Schedule after a disposition
Open Canvass in the Terros app.
Select the property you visited.
Open the account and record the appropriate disposition.
If that disposition is configured for scheduling, Terros opens Schedule Event.
Choose the available event type:
Personal Comeback for a follow-up that you will handle.
Closer Calendar to book an available closer.
The scheduling prompt does not appear when the selected disposition is not configured to schedule an appointment. It may also be skipped when the account already has a future event.
Schedule a Personal Comeback
Tap Personal Comeback.
Choose the date and time.
Adjust the duration if needed.
Tap Save.
Terros links the comeback to the property and account. After it is saved, an Event Added confirmation shows the date, duration, and location.
Schedule from the Closer Calendar
Tap Closer Calendar.
On Schedule Closer, choose a day.
Review the available time slots. When shown, use the team or closer filters to narrow the results.
Tap the time slot you want.
Terros creates a consultation for the selected time and duration. In companies that use the setter-and-closer model, the closer from the selected slot is added to the event. The Event Added confirmation shows the saved appointment details.
If an option is missing
Closer Calendar is only available when your company's closer model and closer scheduling settings allow it.
If only Personal Comeback appears, your company may not use closer scheduling for your account.
If there are no available closer times, try another day or clear any team or closer filters.
If the scheduling prompt does not appear, the disposition may not be configured for appointments, or the account may already have a future event.
View or edit the event
Open Calendar and select the event to review its details. You can also use Edit event from the confirmation after the event is added.