Guide

Guide
⁦35 MB / 60 GB⁩
Expires: 2026-11-23

Step by step

How do you get things done?

Choose a task, read its steps or start a guided tour of the screen. Topics match your account features and permissions.

Contacts and follow-up

Set up reminders

Choose your notification channels and reminder timing.

The tour explains where tools are. It does not save records, publish properties or make payments. You can use the page after closing it.

  1. Device notifications

    Enable notifications and save your preferences, then allow browser notifications when prompted. Browser or device settings may block delivery if notifications are denied.

  2. Email digest

    Enable the email digest if wanted, choose its time and check your email address in your profile.

  3. Reminder timing

    Set how many minutes before the appointment to remind you, then save. Reminders use the appointments and follow-ups you recorded, so keep their times and statuses current.