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 ๐
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 ๐ฃ
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 ๐ง
Here is an example lease event email reminder you will receive on the relevant date:
Dashboard reminders ๐
Here is how lease event reminders appear on the homepage dashboard. Simple click through to see the details: