Franchise Conventions

The Events Tab is a feature within each Contact Profile that allows you to manage all time-sensitive activities, reminders, and appointments in one centralized location. It includes Contact Reminders, scheduled calls, appointments, and events—all linked directly to the client's record for easy tracking and reference.

The Events Tab is an internal tool for your team to manage and track client activities within the Contact Profile. Event Reminders (a separate feature) are automated messages sent to customers to remind them about upcoming appointments or events. The Events Tab helps you organize your work; Event Reminders help your clients remember their commitments.

You can create and track Contact Reminders (for follow-ups and check-ins with space to create custom call scripts), scheduled calls (your phone will literally ring on schedule), and appointments (service visits, consultations that push to your and your client’s calendars), Each activity type includes fields for dates, times, notes, and team assignments.

Yes, you can assign any event, reminder, or activity to specific team members to ensure clear accountability. When you assign an event, that team member can receive a notification and the event appears in their activity queue. This makes it easy to distribute client responsibilities across your sales and service teams, all in a single franchise software platform.

When you create an event in the Events Tab, you can set automated internal and external reminders that notify assigned team members and the client before the scheduled time. You control when reminders are sent (e.g., 24 hours before, 1 hour before) and select whether they are call reminders, emails, or texts to ensure your team and the client is prepared.