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The Complete Guide

The REALM Guide

Everything Realm does, and how to use it. The full handbook: every feature, with step-by-step instructions. Use the contents on the left to jump to a chapter.

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Sending a calendar invite

When a conversation turns into a meeting — a showing, a listing consult, a closing walk-through — you can send a real calendar invite straight from the thread. The contact gets an invite they can accept in their own calendar, and the appointment drops onto your Calendar at the same time. No copy-paste, no separate scheduling tool.

Sending an invite

  1. Open the person's conversation in Connect.
  2. In the context rail on the right, click Send Calendar Invite.
  3. Fill in the compact panel:
    • Title — defaults to "Meeting with {you}"; rename it.
    • Date — defaults to the next business day.
    • Time and Duration (30 minutes, 1 hour, or 90 minutes).
    • Location — optional (an address, a call link, or a note).
  4. Click Send invite.

Realm emails the contact an invite as a standard .ics attachment — the kind Google Calendar, Outlook, and Apple Calendar all understand — so they can accept it in one click. The email lands right in your Connect thread with the rest of the conversation, and the meeting is added to your calendar automatically.

The Send Calendar Invite button only appears on a conversation tied to a contact who has an email address on file — that's where the invite is sent. If you see "This contact has no email address on file," add one from People and try again.

Where the appointment shows up

  • On your Calendar — as an appointment on the day and time you picked, alongside your showings, tasks, and key Realm dates.
  • In the thread — the invite email is part of the conversation history, so you always have a record of what you scheduled and when.
  • On your connected calendar — if you've linked Google or Outlook for calendar sync, the appointment is pushed there too, best-effort.

EVE and calendar invites

If you told a client "I'll send you an invite," EVE notices the promise and can bring you straight to the invite panel from your daily briefing, pre-filled, so the follow-through takes seconds. As always, you review and send — EVE never fires an invite on its own. See Working with EVE.