Create and customize sales event types like estimates, site visits, and meetings to categorize your appointments.
Customizing event types ensures your Sales calendar reflects the way your team actually works.
Important: this feature requires the paid Operations add-on.
Click the person icon in the top-right corner and choose Account Settings.
Go to Events > Event Types.
From here you can:
Edit an existing sales event type (update the name or description).
Remove event types you no longer need.
Add new event types to match your workflow.
Introduction to Sales Events
Learn about sales events in PaintScout including calendar views, map visualization, scheduling appointments, and managing your team's schedule.
Create a Sales Event
Schedule estimate appointments, site visits, and meetings in PaintScout with automatic confirmation emails and calendar integration.
Last updated 17 days ago
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