Brief teammates about appointments
Post appointment context for the teammate working the matched file
Before selected appointments
What Joy does
Prepare a concise brief from recorded file information for each qualifying upcoming appointment, and post it on the matched Joymore file with an authorized internal teammate mentioned. Use the selected recipe's timing, calendar filters, and duplicate handling; leave uncertain matches for review without contacting attendees or changing calendars.
Who it's for
Transaction coordinator
App
Choose one app for this automation.
During setup
Joy will help you:
- Choose the calendar account and qualifying appointment filters.
- Choose the check schedule or advance timing, lookahead, and time zone for the selected app.
- Choose exact appointment-to-file matching and the active internal recipient with file access.
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
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