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This page outlines how to display viewing tours in the diary and how to create individual appointments within a viewing tour
1. Diary options (one off) setting In order for the diary to display a viewing tour as a single entry - follow these instructions From main menu: |
Access the Diary and click the Diary Options icon (cog)Click Diary (on left of main menu)
In Display panel, click cog icon
Ensure that Do not merge viewing tours is not selected This ensures viewing tours are shown as one diary entry, as shown in 1a
Info |
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Providing Do not merge viewing tours has not been selected in Diary Options, a viewing tour is automatically created when the same applicant is viewing more than one property, with the same negotiator, with two hours or less between each appointment |
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Image Removed | Image Added |
1a. Viewing tour display Viewing tours will then be displayed in the diary as below: Image ModifiedOpening the diary entry displays like this: Image Modified |
2. Creating a viewing tour From |
the :Click Viewing and create When all details have been added, click , then click With the diary appointment screen still open: Image Modified |
3. Adding further appointments to the viewing tour The diary appointment screen remains open allowing you to add details for the next appointment in the tour |
Image RemovedFrom diary appointment screen: Create the next appointment in the viewing tour by changing the From and To time and adding the property Other details for this viewing can be added, such as Entry Comments When all details have been added, click Save (in the appointment screen)
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, then click Image Added |
4. Save viewing tour When all properties have been added |
, save , as shown right | Image Modified |
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Each appointment in the tour will appear in the applicant journal as separate viewings |
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If you require help with anything covered in this article, please contact Reapit Support |
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How to display viewing tours in the diary and how to create individual appointments within a viewing tour |
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