Using the Agenda

The Agenda is Pocket's home screen. It shows your diary one day at a time, along with your colleagues' diaries if you choose.

Moving between days

• The week strip at the top runs from Monday to Sunday. Tap a day to see it.
• Tap the arrows to move back or forward a week.
• For a whole month, drag the handle below the week strip down. In month view the arrows move a month at a time. Tap a day to choose it, and the month closes again.
• A dot under a day means it has appointments.
• When you're looking at another day, a Today button appears in the bottom left. Tap it to jump back to today.

Pull down on the list to refresh it.

My Agenda and Team Agenda

Use the toggle at the top of the screen:

• My Agenda shows your own appointments.
• Team Agenda shows appointments for everyone in your team in Loop. A team is usually your branch or office.

Both also include tasks, calls, meetings and custom appointments where someone has been added as another attendee.

To look at particular colleagues, or people in other teams, use the filters. See Filtering the Agenda and viewing colleagues' diaries.

Reading an appointment

Each appointment card shows:

• A coloured edge for the type of appointment. These are your agency's diary colours from Loop.
• A label with the type, such as a viewing type, Task or the name of a custom appointment type.
• The time, or All Day.
• For viewings, appraisals and inspections, the property address. For other appointments, the title.
• The attending agent, and up to three other attendees.

Repeating appointments show on every day they happen.

Opening an appointment

Tap a card to open it.

• Viewings, appraisals and lettings inspections open their full record.
• Tasks, calls, meetings and custom appointments open the activity, where you can mark them done, edit them or delete them.
• External events come from a calendar connected to Loop, such as Outlook or Google Calendar. They show on the Agenda, but you can't open them in Pocket.

Quick actions on viewings

Swipe a viewing card to the left for:

• Book Another Viewing: book the same buyer or renter at the same property again.
• Re-Book Viewing: move the viewing to a new time.
• Cancel Viewing

See Managing a viewing and Rescheduling or cancelling a viewing.

Adding to your diary

Tap the blue + button in the bottom right, then choose what to add:

• Appointments: Sales Viewing, Sales Appraisal, and with the Lettings role, Lettings Viewing and Lettings Appraisal.
• Activities: Task, Call or Meeting.
• Custom Appointment Types: only shown if your agency has set some up in Loop.

See Adding a task, call, meeting or custom appointment, Booking a sales viewing, Booking a lettings viewing and Booking a sales or lettings appraisal.

You can't book lettings inspections in Pocket. Book them in Loop.

Searching

The Search People & Properties box at the top searches across your agency's records. When you scroll down the Agenda, it shrinks to a magnifying-glass icon next to your photo. See Searching for people, properties and appraisals.

Related articles

• Filtering the Agenda and viewing colleagues' diaries
• Adding a task, call, meeting or custom appointment
• Editing, completing and deleting activities
• Using Now & Next
• Managing a viewing