Adding a date to a property

In a property record, you have the option to add dates to remind you of important recurring events relating to the property, such as gas safety certificates and EPCs. Property inspections are added on the tenancy instead (see FAQs).

This is also sometimes a follow-up once you've uploaded any compliance certificates to the relevant property record, to remind you when the renewal is due.
For more information, see Uploading and organising documents

Adding a date

Add the date from the property's Management section, and Alto reminds you when it's due.

1. Click Properties on the main navigation bar
2. Select the relevant property from Recent & Favourite Properties
   1. Alternatively, find the property using the Search Properties bar in the top right
3. Click Management on the side menu
4. Click the Dates top tab
5. Click Add Date 
   (You'll only need to click Add Date where an Event Type isn't already showing on the Dates top tab)
6. The Add Date window opens. Complete the following:
   1. In the i dropdown menu, click the relevant type of date you wish to set a reminder for
   2. Click the appropriate status (usually Pending as it's a new date reminder being added)
   3. Select the Due Date for the reminder
   4. Add any relevant Notes
7. Click Update

If the date type you need isn't listed

The i dropdown only lists date types that are Selected and Available To Property in Management Diary Events, which a Group Administrator manages in Group Settings. Some date types belong to other records. For example, Property Inspection is a tenancy date, so you add it on the tenancy.

If the date type you need doesn't exist, a Group Administrator can create it with Create Management Date, then make it Selected and Available To Property. For the full steps, see Property Management Dashboard - Event Dates widget.

FAQs

• How do I add a property inspection date?

Property Inspection is a tenancy date, so add it from the tenancy rather than the property:

1. Click Tenancies on the main navigation bar
2. Select the relevant tenancy from Recent & Favourite Tenancies
   1. Alternatively, find the tenancy using the Search Tenancies bar in the top right
3. Click Dates on the side menu
4. Click Add Date
5. In the i dropdown menu, click Property Inspection, add the Due Date and any Notes
6. Click Update

For more information, see Creating and starting a tenancy.

• How do I change how far in advance I'm reminded about a date?

Each date type has a Diarise Days in Advance setting in Management Diary Events, which a Group Administrator can change. It applies to that date type across your group. For a worked example, see the reminder steps in Rent Review for Assured Periodic Tenancies.

• Can Alto remind me again after I complete a date?

Yes, if Reschedule on Completion Months or Reschedule on Completion Days is set for that date type in Management Diary Events. When you complete the date, Alto creates the next one that many months or days later.

• Related Help Centre articles that you may find useful.

  Property Management Dashboard - Event Dates widget

  Adding a date to a contact

  Creating and starting a tenancy

  Rent Review for Assured Periodic Tenancies

  Setting up default settings in Group Settings

  Critical Dates Not Set report