Home Getting Started: Appointments

Getting Started: Appointments

By Brokerkit Product

• 2 articles

Logging and Rescheduling Appointments

Once you've met with a lead, you'll need to log the appointment to keep your reporting accurate and your funnel moving. From the Today screen, find your lead under Upcoming Appointments and click Log Meeting. today_view.png Alternatively, from the Recruiting screen, you can select a lead to open their profile and click Log Appt along the top action bar.log_appt.png Log any notes from your meeting, set a Pipeline Rating, and schedule your next Follow Up. Logging the appointment will automatically update the lead's status to Needs Evaluated. If the meeting went particularly well, you can change their status to Signed and move them into Retention. Click here to learn more about signed agents and retention. Note that you can only log an appointment in the past. If your appointment is in the future, click here to learn more about setting appointments. Finally, if you need to reschedule, it's as simple as deleting the old appointment and setting a new one. From the Recruiting screen, click the lead to open their profile. Click the Trash icon to delete the appointment, then click Appt to set a new appointment as detailed here. delete_appt.png 📝 Note: While Brokerkit is able to add events to your Google Calendar, permissions prevent the system from removing them. Any appointments you reschedule will need to be deleted from your Google Calendar manually.

Last updated on Nov 27, 2025

Setting Appointments for Yourself and Others

The most effective recruiters know your primary goal is getting the candidate in front of you. Emails, texts, and phone calls lay the groundwork, but face-to-face is where all the rapport you've built pays off. From the Recruiting screen, select an agent to open their profile. Along the top action bar, click Appt. Set your appointment's Date, Time, and Duration at the top. The meeting Location will default to the office address but can be changed as needed. We recommend adding lead and recruiter names to the Meeting Title so everyone is sure to recognize the appointment later. Setting an appointment owner When setting an appointment, the person creating the appointment will be set as the owner by default. If you are setting an appointment on behalf of another Admin/Staff user in your office, you can Re-a****ssign the Appointment Owner and select the appropriate owner for the appointment. Screen_Shot_2021-09-24_at_8.52.36_AM.pngScreen_Shot_2021-09-24_at_8.53.20_AM.png 📝 Note: The appointment owner will be able to see the appointment in their today view, as well as in their Daily Recruiting Agenda Email. Adding Additional Invitees Click Add Additional Invitees to add additional stakeholders - the recruit's partner, team members, or another recruiter from your office. Note: Appointments set will only appear in the dashboard of the person who created them. If you are an assistant setting appointments for another broker or recruiter, we recommend using their account to access Brokerkit. Click here for more information on assistants setting appointments for multiple recruiters. Appt.png Add any information you'd like to the Details/Message to Candidate, but be careful not to include any sensitive information as it will be sent to the lead. As with every action, update the lead's Status as needed, and set your next Follow-up. By default, appointments are Shared with the referrer. Click the Eye Icon toggle this to Staff Only if you need to send sensitive information. Finally, select Send with GoogleorSend with Microsoft(when using a Microsoft account) to push the invite to your calendar, and send an invite to the lead and any additional invitees. Or, to save the appointment in your calendar without sending the invite to the lead, click Save Appt. Managing Calendar Invites When you create an appointment and select Send with Google or Send with Microsoft, BrokerKit sends a calendar invite to the lead and any additional invitees entered before sending. To include additional invitees: Use Add Additional Invitees / CC while creating the appointment, then enter each invitee's email address before you send the invite. To update or cancel a calendar invite after it has been sent: Update or cancel the event directly in Google Calendar or Microsoft 365. Deleting or changing the appointment in BrokerKit does not reliably update the already-sent external calendar event. If an invitee did not receive the calendar invite: Confirm their email address is correct, then resend or update the event from your connected calendar. Will the appointment include a Google Meet (or other video conferencing) link? It depends on how you signed in to BrokerKit and on your calendar's video-conference defaults: - Signed in with Google (SSO): BrokerKit creates a Google Calendar event. If your Google Calendar is configured to automatically add a Google Meet link to new events (Google Calendar Event settings → Automatically add Google Meet video conferences to events I create), the invite to your contact will include a Google Meet link. - Signed in with Microsoft (SSO): BrokerKit creates a Microsoft Outlook event. Microsoft 365 can be configured similarly to attach a Microsoft Teams link by default. - No SSO: the appointment is logged in BrokerKit but no calendar event is automatically created. BrokerKit does not currently inject a Google Meet / Zoom / Teams link of its own — the video link comes from your Google or Microsoft calendar's auto-attach setting. If you want a specific platform on every invite, configure that default in your Google Calendar or Microsoft 365 settings.

Last updated on May 04, 2026