General 5

• Sign In and Password Recovery
• 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?

Getting Started 2

• Download the SetSchedule Mobile Application
• Signing Up for SetSchedule's Free App

Webinars 1

• Where Can I Find the Webinar Schedule?

Closed a Transaction. Now What? 6

• What forms of payment does SetSchedule accept for the referral fee?
• Does SetSchedule have a W9 for referral?
• How Do I Report a Transaction?
• How Do I Collect My Co-op Marketing Budget?
• If I Represent a Seller and They Purchase a Property With Me, Do I Pay the Referral on that as well?

See all 6 articles

Premium Services and Memberships 2

• What is the Pro Membership?
• What is the Premium Membership?

Settings and Profiles 7

• Profile Settings and Notifications
• How to Adjust your Center Point
• How to Change your Phone Number
• How to Add a Credit Card
• How to View your Transaction History

See all 7 articles

Assistant Feature 1

• How to Add an Assistant to your SetSchedule Account

Notifications 3

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

Referral Radar 9

• 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 Acquire a Lead from the Referral Radar

See all 9 articles

How to Request a Refund or Replacement of a Lead 2

• How to Request a Refund on a Lead
• How to Request Replacement of a Lead

Opportunity Manager 8

• How to Update a Lead
• 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

See all 8 articles

Open House 2

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

Organization Features 1

• How to Assign Opportunities to Agents in an Organization

Research Center 1

• How to Launch the Research Center

Dashboard 5

• How to View my Dashboard
• View your Daily Activities
• How to View Your Portfolio
• How to Review Leads that Require Attention
• Using Your Dashboard to Identify Newest, Closest and Biggest Commission Lead

Archive 2

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