Note: Lofty is rolling out in stages. Depending on the version your account is on, some features or screens described in this article may look different or may not yet be available to you.
Introduction
Appointments are calendar events tied to a lead — showings, consultations, closings — with a start and end time, a location, and optional participants and reminders. You create them from the same + Add New menu as tasks.
Opening the Add Appointment Dialog
- In the left menu, go to CRM → Tasks.
- Click + Add New in the top-right corner.
- Click Add Appointment.
Filling In the Appointment
The ADD APPOINTMENT dialog collects the event details:
- Title and Description — what the appointment is.
- Starts / Ends — the date and time, or turn on All Day.
- Time Zone — the zone the times are scheduled in.
- Location — where the appointment takes place.
- Owner and Participants — who's hosting and attending.
- Reminder — when to be reminded before it starts.
Note: Appointments appear on the CRM Calendar alongside tasks — see Navigating the Calendar.
Questions?
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at support@lofty.com, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.
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