New to SetSchedule? Start Here! 15

• Signing Up for SetSchedule's Free App
• Download the SetSchedule Mobile Application
• Sign In and Password Recovery
• Profile Settings and Notifications
• How to View my Dashboard

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General 10

• Found Bug in App
• How to Contact Your Support Team
• How to Access the SetSchedule E-Store
• Where can I find the Master Subscription Agreement?
• How to Change your Menu Theme

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Organization Features 2

• How to Assign Opportunities to Agents in an Organization
• What Are the Different Team Organization Permission Types?

Webinars 2

• Where Can I Find the Webinar Schedule?
• How to Register for a Free Educational Webinar

Closed a Transaction. Now What? 5

• What forms of payment does SetSchedule accept for the referral fee?
• Does SetSchedule have a W9 for referral?
• How Do I Collect My Transaction Reimbursement?
• If I Represent a Seller and They Purchase a Property With Me, Do I Pay the Referral on that as well?
• If There is a Change in Status of a Property, Do I Need to Report it?

Premium Services and Memberships 6

• What is the Premium Membership?
• What is the Pro Membership?
• How Do I Schedule my Monthly Optimization Call?
• How to Reschedule Your Monthly Optimization Call
• How to Promote My Listing Through SetSchedule

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Some Ideas for Success 2

• What Is SetSchedule Connect
• SetHello Overview

Settings and Profiles 13

• How to Add a Secondary Email
• How to Adjust your Center Point
• How to Change your Phone Number
• How to Add a Credit Card
• How to View your Transaction History

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Assistant Feature 1

• How to Add an Assistant to your SetSchedule Account

Notifications 6

• How to Change your Notification Radius
• How to Turn On/Off "New Referrals" Notification Settings
• How to Turn On/Off "Opportunity Management" Notification Settings
• How to Turn On/Off "General" Notification Settings
• How to Rate Your Referrals

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Referral Radar 15

• How to Show List of Opportunities on Your Referral Radar
• How to Jump to Your Center Point
• How to Zoom in/out of the Referral Radar
• How to Export Data Records from your Opportunity Manager
• How to Purchase Bundles

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Opportunity Manager 9

• How to Schedule a Follow Up Call
• How to Schedule a Meeting
• How to Archive a Lead
• How to View a Lead's Recent Activity
• How to Add a Lead to the Opportunity Manager

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Open House 2

• How to Start an Open House
• How to Review an Active Open House

Research Center 2

• How to Launch the Research Center
• How to Maximize the Research Center People Search

Archive 2

• How to View your Archived Leads
• How to Change the Status of an Archived Lead

Referral Radar 6

• How to Show the List View
• How to Pass on an Opportunity
• How to Filter Your Referral Radar
• How to Filter Lead Types
• How to Jump Between Center Points

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Settings and Profiles 7

• How to Reassign Opportunities
• How to Change your Credit Card
• How to Change Your Notification Settings
• How to Switch Organizations
• How to Add Allotments to Team Members

See all 7 articles

Notifications 1

• How to Change your Notification Settings

Video categories 1

• Video Categories

Research Center 1

• How to Launch the Research Center

Dashboard 1

• How to View My Dashboard

Archive 1

• How to View Archived Leads

General 7

• How to Access the SetSchedule E-Store
• How to Report a Bug
• How to Reset Your Password
• How to Contact Support
• How to Turn Menu Theme On/Off

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My Opportunities 4

• How to View Opportunity Details
• How to Filter My Opportunities
• How to Export My Opportunities
• How to View Recent Activity on Opportunity

Webinar Recordings 0

Some Ideas for Success 1

• SetConnect Direct Calls

Report A Deal 1

• 3 Different Ways to Report a Deal

Tips and Tricks 11

• Tip to Rate Your Leads Using Emails
• Tip for Contacting the Newest Leads
• How to Maximize Every Opportunity
• Tips when First Contacting an Opportunity
• What does the Agent Success Consultant do?

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Opportunities 2

• What are the differences between the vendors available on the SetSchedule platform?
• Are the leads exclusive and vetted?

Rate Your Leads 0

Miscellaneous 3

• What Does "Help Me Close" Mean?
• What Happens When I Press "Help Me Close"?
• How to Integrate Your CRM Using an Email Parser

Meet the Agent 16

• Meet the Agent with Steven Thomas
• Meet the Agent with Jim McNamara
• Meet the Agent with Marion Shelton
• Meet The Agent with Louis Taylor
• Meet the Agent with Jason Buck

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Webinars 5

• Learning The Ropes with SetSchedule
• Advanced Training of The SetSchedule App
• How To Build Your Pipeline Using SetSchedule
• 5 Little Known Features of the SetSchedule App
• Learn All About the Referral Radar Features on the SetSchedule App