Calendar and booking rules

Set your working hours and booking rules so ORBIT only proposes times that suit you, and manage your appointments.

What you will do

Let ORBIT book showings and meetings for you, only at times that suit you.

Steps

  1. Set your working hours

    Open Agent tools & settings → Operating settings → Work schedule. Choose your Timezone (Toronto unless you change it), your working days and the hours you start and end. ORBIT checks these hours before proposing or booking an appointment.

    Work schedule with the timezone, working days, start and end times, Unavailable weekly times and Booking rules
    Work schedule, unavailable times and booking rules.

  2. Block recurring times

    Under Unavailable weekly times, press Add time and pick the days, start, end and an optional reason, for example Office meeting. For one-off days off, use your calendar.

  3. Write your booking rules

    In Booking rules, write how you like to book in plain words, for example: “No showings on Friday afternoons. Leave 30 minutes between appointments.” Up to 1,500 characters. ORBIT reads them before it books.

    Press Save operating settings.

  4. Connect your calendar

    In Apps & tools, connect Google Calendar or Outlook. ORBIT checks it for busy times, and you can tell ORBIT which calendar to add your appointments to: “Add my appointments to my Google Calendar.”

  5. See and change appointments

    Open Real estate → Calendar. Switch between Day, Week and Month, press Create appointment to add one, drag an appointment to move it, or open it to edit or delete it. Show or hide the Appointments, Follow-ups and Holidays in Canada layers.

    The Calendar week view with Create appointment, the month picker and the Appointments, Follow-ups and Holidays in Canada layers
    Real estate → Calendar.

  6. Let ORBIT book

    ORBIT books from calls, texts, emails and your conversations: “Book a showing with Sarah Chen on Saturday at 11 at 24 Maple Crescent.”

    When you give ORBIT an exact time yourself, it books it and tells you if it falls outside your hours or clashes with something.

Say it to ORBIT

You can also just ask. For example:

  • “What's on my calendar tomorrow?”
  • “Move my 3 pm with the Patels to Thursday at 5.”
  • “Cancel Saturday's showing with Omar Haddad.”

Tips

  • Your calendar decides real conflicts: keep personal events there so ORBIT sees you are busy.

Questions

Can clients book on their own?

There is no public booking link. Clients call, text or email, and ORBIT books inside your hours and rules.

Can ORBIT book a client for today?

When a client asks, ORBIT books from tomorrow onward. You can still book today yourself.

What is the difference between cancelling and deleting an appointment?

A cancelled appointment stays in the history as cancelled. A deleted one is removed.

Something not covered here? Ask ORBIT, or write to [email protected]. All guides