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Scheduling Appointments, Follow Up Events, and Pick-Ups

VettX provides a built-in scheduler to help you stay organized and on top of every deal. You can create appointments, follow ups, and pick ups directly from the vehicle card.

To schedule an event:

Click on “Add Event” below the vehicle photos.

  • Select the type of event (Appointment, Follow Up, Pick Up).

  • Edit the title, date, and start/end time as needed.

  • Add the seller’s information.

  • Click Create Event in the bottom right corner to schedule it.

To view your upcoming events:

  • Go to Agent View on your Dashboard and look under Upcoming Events.

  • You can also click the Calendar icon in the upper right corner of your screen.

    • From there, you can filter events by type or by the Agent they’re assigned to.

    • If you’ve integrated your email and enabled Google Calendar integration, you’ll also see your Google Calendar events here.

To complete, edit, or delete an event:

  • Click on the event.

  • Select the vehicle photo to jump directly to the vehicle in its current bucket.

    • You can also edit or delete the event directly from the event card.

You’ll receive text and email notifications for your scheduled events. You can manage your notification preferences in the Notifications tab within your Settings.