The NEST
The NESTby My Notary Edge
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Calendar & scheduling

Understand What Appears on your Calendar

The NEST calendar is designed to show more than confirmed signing appointments.

Depending on your settings, plan features, and business activity, you may see several different types of information on the calendar.

Understanding what each represents helps you distinguish confirmed work from tentative activity, imported events, deadlines, and other business information.

### Confirmed appointments

Orders with scheduled appointment information appear on your calendar as part of your signing schedule.

Changes to the underlying order are reflected in the NEST calendar so the calendar remains connected to the transaction rather than becoming a separate copy of it.

### Tentative quotes

If **Show quotes on my calendar** is enabled, pending quotes with a tentative appointment date can appear on the calendar.

These are visually distinct from confirmed orders.

A tentative quote means the time **may** become an appointment — not that the work has been confirmed.

When the quote becomes a scheduled order, the tentative calendar activity is replaced by the confirmed order.

### Client intake activity

Booking and client-intake requests may place tentative appointment information or holds on the calendar while the request moves through your review and confirmation process.

A client requesting a time does not necessarily mean the appointment is confirmed.

Use the intake workflow to determine whether the request should move forward.

### Calendar Guard™

When an incoming assignment is detected but hasn't yet completed the normal import and review process, Calendar Guard™ can help protect the appointment time from being overlooked while the order information is being handled.

This gives you scheduling awareness before the assignment has necessarily become a fully reviewed order.

### Imported Google Calendar events

Events brought in through your Google Calendar connection may appear as **Calendar Import** activity.

Depending on your calendar-import settings, those events may appear directly on the calendar or wait in the Calendar Inbox for review.

An imported calendar event can remain a calendar event or, when appropriate, be converted into an order.

### Credential expirations

The calendar may also surface expiration dates associated with professional credentials and business records you maintain in The NEST.

These aren't appointments.

They are reminders that something important to your ability to operate your business may require attention.

### Payment activity

When you switch to **PayTrack™** or a calendar view that includes financial activity, expected and overdue payments can also appear.

These dates represent money you're expecting rather than appointments you need to attend.

### One calendar, different kinds of business activity

When something appears on your calendar, first consider **what kind of event it represents**.

A confirmed signing, tentative quote, client request, imported event, expected payment, and credential expiration may all belong on your business timeline, but they don't all mean the same thing.

The calendar brings those timelines together while the different views and visual treatments help you tell them apart.