Goal
Log key dates on a transaction [expiries, breaks, reviews] and set-up reminder notifications.
Handy Tip: You'll first need a transaction stored, use this guide first to create a transaction.
Why
Helps you manage your workload efficiently by ensuring you never miss important milestones in a transaction, such as lease expirations or break clauses.
Log key dates
There are a number of key dates you can log against a lease in Kato.
Lease start / expiry
Lease Breaks
Rent Reviews
These can be done over a few pages within the transaction, the video below shows you where to add the dates:
Set up notifications
Date reminders can be set up within each transaction. You also have your own personal preferences to decide if you want to be included in the reminder notifications or not.
Logging reminders on the deal:
Updating your personal preferences to receive reminders:
Email reminders
Here’s an example of the lease event email reminder you’ll receive. These reminders are sent on the Monday of the relevant week, ensuring you’re notified in advance about important dates and deadlines.
These timely reminders help you stay organised and proactive in managing your lease events, ensuring nothing is overlooked. Keep an eye out for them to stay on top of your schedules!
Dashboard reminders
Here is how lease event reminders appear on the homepage dashboard. Simple click through to see the details:
