Rose dashboardROSEWHAT'S NEW
New in Rose

A schedule that keeps up with you

The new Schedule brings your tasks, appointments, pick-ups and drop-offs together - with reminders for your staff, e-mail reminders for your consignors, and Rosebot handling the “sorry, I need to cancel” replies.

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Agenda and week views

See what's overdue, today, tomorrow and later, or the whole week at a glance. Filter by Everyone / Mine and by type.

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Assign and link

Assign each item to someone (or everyone) and link it to a contract, so it opens straight from the consignor.

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Never miss one

The Due chip at the top of every screen shows what's due now, and a pop-up reminds you before it starts (Done / Snooze / Open).

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Consignor reminders

Up to 3 e-mail reminders per appointment (minutes, hours or days before), plus a note when you move or cancel it. They also show in the consignor's portal Messages.

Rosebot

Rosebot handles cancellations

When a consignor replies “I need to cancel”, Rosebot cancels it right away or asks you to approve - your choice in Schedule โ†’ Settings. Either way you get a pop-up.

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Morning summary

One pop-up when you sign in with what's overdue and due today. Turn pop-ups, desktop notifications and the summary on or off for yourself.

Get started

  1. Open ScheduleFrom the menu (โ˜ฐ) choose Schedule, or click New task in the dashboard's Quick actions.
  2. Add an itemClick + New, choose Task, Appointment, Pick-up or Drop-off, set the date and time, assign it and (optional) pick the consignor.
  3. Remind the consignorOn an appointment, tick E-mail the consignor reminders and choose up to 3 reminders, such as 1 day and 2 hours before.
  4. Choose how cancellations workIn Schedule, click โš™ Settings: Cancel right away or Staff approves first, and who gets the pop-up.

Step-by-step guides

๐Ÿ“˜Plan tasks, appointments, pick-ups and drop-offs in the Schedule๐Ÿ“˜Assign Schedule items to staff, e-mail reminders and agendas, and ask Rosebot

Questions

What happened to my old planner entries?

They were copied into the new Schedule the first time it was opened. Nothing was deleted.

Where do consignor replies go?

Replies in the portal and replies to the reminder e-mail go to Rosebot. A cancellation is handled as you chose in Settings; anything else (a question, “can we do next week?”) waits for you in MESSAGES with a pop-up.

Can I see it on the dashboard?

Yes. The dashboard's Tasks and appointments card lists what's overdue, today and tomorrow. Close it with ร— if you don't need it - the button to bring it back is on the greeting line.

Do reminders need Rose Pro?

Staff reminders and e-mails don't. The copy in the consignor's portal Messages needs Rose Pro portal messaging.

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