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General & Getting Started
New to SetSchedule? Start Here!
6
Download the SetSchedule Mobile Application
Referral Radar Opportunity Types
Integrating SetSchedule with your CRM using Zapier
Sign In and Password Recovery
What is the Discovery Hub?
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Account Accessibility
1
How do I Login with My Phone Number?
General
11
Where can I find the Master Subscription Agreement?
Why Did I Receive a "No Internet Connection" Screen?
Where Can I find the SetSchedule Community Guidelines, Copyright Policy, and Terms of Service?
How Do I Access the Help Center?
How do I Manage my Notifications?
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Some Ideas for Success
2
What Is SetSchedule Connect
SetHello Overview
Business and Community Tools
SetSchedule RED
7
What is SetSchedule RED? (Desktop Version)
How to Unsubscribe to SetSchedule RED? (Mobile Version)
How to Unsubscribe to SetSchedule RED? (Mobile Version)
How to Restart SetSchedule RED Subscription? (Mobile Version)
How to Customize the Profile Banner for RED Subscribers? (Mobile Version) 3.3.7.2
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Settings and Profiles
19
How Do I Add a Secondary Email?
How do I Change the Phone Number on my Network Profile?
How do I Add or Change my Account Phone Number?
How do I View my Transaction History?
How do I Change my Account Email Address?
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Network
7
How do I Invite my Colleagues by Syncing Contacts?
How do I Block another User on the Network?
How do I Unblock a User on the Network?
How do I Report a User's Post?
How do I view my Pending Connection Requests?
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Chat
3
How do I Create a Group Chat?
How do I View and Edit a Chat's Details?
How do I Create a New Chat?
Broadcast
1
How do I Use the Broadcast Feature?
Ask
1
How do I Use the Ask Feature?
Teams
11
How do I Create a New Team?
How do I Upgrade my Team?
How do I Remove Someone from my Team?
How do I Request Lead Allotment for the Referral Radar from a Team ?
How do I Edit Team Member Permissions?
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CRM
21
Troubleshooting Guide - CRM
How do I Schedule a Followup Call?
How do I Schedule a Followup Meeting?
How do I Archive an Opportunity from the CRM?
How do I Add my own Opportunity to the CRM?
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Book of Business Audit (BoBA)
6
What is a Book of Business Audit - BoBA? (Desktop Version)
How to Update Opportunities Through the Book of Business Audit - BoBA? (Desktop Version)
Why should I not Share the Book of Business Audit (BoBA) Email?
How Can I Review My Previous Month’s Book of Business Audit (BoBA)?
What is a Book of Business Audit - BoBA? (Mobile Version)
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Webinars and Podcasts
Meet the Agent
41
Set Aside Excuses to Be Successful - Jere Becker
Real Estate - A Business of Relationships - Phillip York
As a Realtor and A Mother - I'm Fearless! - Myriam Balthazar
It's All About your Hustle - Mehrooz Misaghian
Setting the Right Tone - Greg Carnese
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Webinars
8
SetSchedule 3.0 Training Overview
Best Practices for the SetSchedule Referral Radar
Quick Overview and Best Practices for the Network and Connection Features
Learn All About the Network and Connection Features on the SetSchedule App
Learn All About the Team Features
See all 8 articles
MindSET
15
Why Most Managers Fail as Leaders - Steve Vrieling
Fostering Remote Growth - Toby Doyle
Building Success in Your Real Estate Business - Lisa Binggeli
Help Yourself to Help Your Business - Wally Bressler
Accomplish More with Discipline and Simplicity - Paul Claxton
See all 15 articles
Notifications
Notifications
4
How do I Change my Notification Settings?
How do I Change my Referral Radar Notification Settings?
How to Manage My Follow Notifications (Desktop Version)
How to Manage My Follow Notifications (Mobile Version)
Video Tutorials
Referral Radar
1
How to Pass on an Opportunity
Settings and Profiles
0
Notifications
0
Video categories
0
Research Center
0
Dashboard
0
Archive
0
General
0
CRM
0
Webinar Recordings
0
SetSchedule Pro App 101 Series
2
The Lifecycle of an Internet Lead - Pro 101 Quick Guides
Making the Most of A Live Connection - Pro 101 Quick Guides
Some Ideas for Success
Some Ideas for Success
9
SetConnect Direct Calls
Tips When Reaching Out To Leads
Tips when First Contacting an Opportunity
Common Questions Our Agent Success Team Are Asked
How to Maximize Every Opportunity
See all 9 articles
Report A Deal
1
3 Different Ways to Report a Deal
Tips and Tricks
0
Opportunities
2
What are the differences between the vendors available on the SetSchedule platform?
Are the Leads on SetSchedule Exclusive and Verified?
Rate Your Leads
0
Miscellaneous
1
How to Integrate Your CRM Using an Email Parser
Real Estate Tools
Premium Services and Memberships
4
How Do I Schedule my Monthly Optimization Call?
How to Reschedule Your Monthly Optimization Call
How to Promote My Listing Through SetSchedule
What is the Referral Radar Premium License?
Referral Radar
26
Where Does SetSchedule Aggregate Leads From?
What is a SetVerified lead?
Why Did a Lead I Already Passed On Show Up On My Referral Radar Again?
How do I Adjust my Referral Radar Centerpoint?
How do I Jump Between Centerpoints
See all 26 articles
Research Center
3
How to Maximize the Research Center People Search
How Do I Research Properties in the Research Center?
How do I Launch the Research Center?
Open House
3
How to Start an Open House
How do I send an Open House through Chat?
How to Start an Open House? (Mobile Version)
Data Center
1
How do I Acquire Targeted Data Records?
Transactions
6
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?
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Archive
Assistant Feature
0
Organization Features
0
Webinars
1
Where Can I Find the Webinar Schedule?
Closed a Transaction. Now What?
0
Opportunity Manager
1
How do I Change the Status of an Archived Opportunity in the CRM?
Community Tools
0
Archive
0