Create a Sales Event

Schedule estimate appointments, site visits, and meetings in PaintScout with automatic confirmation emails and calendar integration.

Sales events help you schedule estimates, meetings, and other activities for your team. You can create a new event from several places in PaintScout.

Important: this feature requires the paid Operations add-on.

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Creating a Sales Event

1. Click the +New Event button.
2. Select the event type.
3. Select which deal the event is associated with.
4. Enter the location of the event.

   • The location auto-fills with the deal address. If none exists, it uses the contact address.
5. Add a description about the sales event.
6. Select the Schedule User button to assign someone on your team.
7. Select who the event is scheduled for and the duration.
8. Pick a time slot on the calendar.

Pro tip: When scheduling a day and time, look at the map to see where your teammate will be throughout the day so you can schedule sales events that are geographically close to one another.

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Confirmation Email

When saving a sales event, you’ll see the Add & Send dialog:

• Choose to send a confirmation email to the customer.
• Once confirmed, the event appears on the Calendar (Day, Week, and Month views).

Event Email Templates

Related articles

Introduction to Sales Events

Learn about sales events in PaintScout including calendar views, map visualization, scheduling appointments, and managing your team's schedule.

Event Types

Create and customize sales event types like estimates, site visits, and meetings to categorize your appointments.

Edit or Reschedule a Sales Event

Edit event details, reschedule appointments, and reassign sales events to different team members in PaintScout.

Cancel a Sales Event

Learn how to cancel scheduled sales events and estimate appointments in PaintScout while keeping activity history intact.