What each appointment needs: your prerequisite checklist
What each appointment needs
Some appointments only work if something is done first or brought along — a signed buyer agreement before a first tour, both owners home for a replacement estimate, a photo ID, a parent for anyone under 18, the names of everyone involved so a conflict check can run.
This is where you list those. Today the list goes out in writing: if you turn on the 5-day or 7-day reminder, that reminder tells the person what to have ready, while there is still time to act on it.
Your words, never our judgement
The items are your own words. FirstFiveMin adds one sentence to introduce them ("Before your appointment, please have this ready:") and nothing else. It does not ask about the items, it never judges an answer, and it gives no advice about them.
Adding items
On Settings → What each appointment needs:
- If your list is empty you will see a button offering common starting points for your industry. As with appointment types these are suggestions, not rules.
- Or press Add an item and write your own.
For each item you set:
- What is needed — in English and in Spanish, in your own words.
- Applies to — one appointment type, or Every appointment. Most items ("photo ID") apply to everything; some ("consultation completed first") only apply to one type.
- Required — tick it when the appointment is not worth keeping without it. Leave it clear for things worth mentioning but not worth blocking.
Press Save the checklist when you are done.
Good to know
- Up to 10 items per appointment type, plus your Every-appointment items.
- Each item keeps a short internal id, so rewording one is safe.
- Removing an item does not change anything already booked.
- Items set to Every appointment apply on top of whatever a specific type asks for — you do not have to repeat them.
Where the list is used
- The 5-day and 7-day reminders (Settings → Appointment reminders) list the items for every appointment, plus the items for the booked type when the booking has one. Shorter reminders do not repeat them.
What this does not do yet
- Your assistant does not read the list out or ask about it during a call or chat.
- It does not hold or move a booking because something on the list is missing; Required is recorded for you, it does not block a booking.
- The day-before reminder does not repeat the list.