📅 Appointment Tasks

Appointment Tasks (previously called Event Tasks) are designed for any scheduled appointment related to a transaction — such as showings, inspections, walkthroughs, or closings.

Unlike standard tasks, Appointment Tasks are appointment-based rather than date-based.

Appointment Tasks can can be built into your "Workflow" or added to an active Transaction at any time.

Appointment Tasks will initially appear in the “No Due Date” section of your Task List, when launched from a Workflow.

Once a date and time are assigned, Nekst automatically generates a calendar invite using the Google Calendar API.

This makes it simple to coordinate with clients and service providers while keeping your Nekst workflows connected to your personal calendar.

🧩 Creating Appointment Tasks

You can create an Appointment Task directly from a transaction or add one to a workflow as a placeholder for a future appointment.

For example:

• Create an Appointment Task called Home Inspection.
• Add SmartTags in the task description to customize the Appt Task with information or service provider details.
• When the inspection is scheduled, assign a date and time — Nekst will automatically create and send a Google Calendar invite.

Appointment Tasks can be updated or canceled at any time, and those changes will automatically sync to your connected calendar as well as those who you invite to the Appointment.

💬 Customizing Appointment Details

When creating an Appointment Task, you can include:

• Appointment Name
• Date & Time (only available in active transactions)
• Location (optional)
• Description with SmartTags (optional)
• Invitees (clients, service providers, or team members)

“Hi #contacts.buyer.firstName — your home inspection for #transaction.fullPropertyAddress has been scheduled for #transaction.inspectionDate.

👀 Preview Before Sending

Before setting an Appointment Task Live, you can preview the message to ensure everything looks perfect.

Once you activate the task, Nekst will send out the calendar invite automatically and sync it with your Google Calendar (if connected).

📋 Common Uses

Appointment Tasks are ideal for managing:

• Buyer or seller consultations
• Listing appointments
• Photography sessions
• Home inspections
• Final walkthroughs
• Closings

🔗 Linking Your Google Calendar

To sync your Nekst appointments with Google Calendar:

1. Go to Settings → Calendar Integration.
2. Click Connect Google Calendar.
3. Sign in to your Google account and grant permission for Nekst to manage calendar events.
4. You’ll receive a confirmation message once linked.

📅 Viewing Appointment Tasks

Once created, Appointment Tasks will appear in your Task List with a calendar icon next to the name.

• Appointment Tasks without a date/time appear in the “No Due Date” section.
• Once scheduled, they will sync with your calendar and appear alongside other active tasks.
• You can filter your task list by Appointment Tasks to view only upcoming events.

${color}[#7c7979](Those Invited to the Appointment will receive a Calendar Invite Email:

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The Sender will also see the Calendar Appointment synced to their Gmail Calendar if the Gmail integration is configured. If not, the sender will receive their own invite email at this time.

Client Portal Option

Appointment Tasks can also appear in the Roadmap of your Client Portal along with other Key Date tasks. Simply select the Appointment Task to be included on the Client Portal Setup page.

❓ Frequently Asked Questions

What happens if I delete an Appointment Task?

Deleting an Appointment Task removes the event from all invitees’ calendars.

What if I change the date or time?

Invitees receive an updated email automatically, and their calendar adjusts to the new time.

Can I add new invitees later?

Yes. Open the Appointment Task, add the new recipients, and click Update — Nekst will send a new calendar invite to those added.

What happens when I mark the task complete?

It’s removed from your Nekst To-Do List, but the calendar event remains on invitees’ calendars.

Can I create an all-day appointment?

Yes — simply leave the start and end times blank.

Will the appointment time appear in my Nekst Calendar?

Not yet. Nekst calendars currently display all tasks as all-day events, but exact times are fully supported and visible in your connected Google Calendar.

Updated on: 10/31/2025