Appointments & Scheduling
Schedule an appointment in the app
You don't have to wait until you are back in the office to schedule a new appointment. Provided you have an internet connection you can do it on the go. Open the TouchRight app and click the plus button to start scheduling your appointment: Tap ...
Set up a linked appointment to see what was said last time at a property
The 'linking' feature allows you to take the previous report information with you when completing your report, so that you can see what you said last time for comparison purposes. Using this feature also enables you can produce a comparison PDF ...
Bulk import appointments
The steps to use this feature are as follows: Select 'Appointments' from the left hand side menu and then click on ‘Manage Appointments’ from the dropdown menu. Click on the 'Import Appointments' button located in the grey banner. There's a helpful ...
Edit or delete my appointment
You can edit your appointments either on the dashboard, or in the app if you have already synced your appointment to your mobile device. To edit on the dashboard (note our handy date filters enable you to filter the list between two dates) Click ...
Export appointments to a personal calendar
Yes you can export your appointments to Outlook, Google or Yahoo. Download individual appointments Click the ‘Appointments’ tab in the left hand side menu, select 'Manage Appointments' from the dropdown menu, or click 'Manage' in the Appointments ...
Schedule an appointment on the dashboard
New to TouchRight? Once a property has been created, schedule an appointment to sync the app to complete. Click on ‘Schedule’ in the side menu or 'Create' in the Appointments tile below the map. Select the property, report name and inspector from the ...
Convert an appointment to a report on the dashboard
It's possible to convert an appointment to be a report on your TouchRight dashboard. A couple of reasons for using this feature include: Appointment scheduled in error - you may want to convert an appointment to a report on the dashboard - perhaps to ...
Email appointments to a tenant or landlord
Once you've scheduled an appointment, you can choose to email it to a tenant, landlord or other party. First click on Appointments from the left hand side menu and then choose 'My Appointments' or 'Manage Appointments' from the dropdown menu, find ...
Schedule appointments weeks in advance
Yes, you can schedule appointments for any given date in the future on the dashboard or the next 7 days within the app. Yes, you can schedule appointments for any given date in the future. When setting the appointment, click the ‘Schedule’ tab on the ...
Set up recurring appointment reminders
If you plan to use TouchRight for regular property inspections at a property, then we have a helpful recurring appointment reminder feature. When a property is set up in your TouchRight account, you can set a recurring appointment option in the ...