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This guide has been reviewed against our global client base and classed as relevant to all regions

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Info

The Create Appointment screen allows the basics of an appointment/viewing to be entered

The appointment booking process is streamlined to provide the ability to create an appointment quickly, as only the key fields need to completed in order to create a new appointment

An option to complete further details is available once the appointment is booked, as well as access other features such as sending a booking confirmation email

1. Set appointment owner & appointment type

From Create Appointment screen:

  • Appointment Owner - should display the name of the user whose diary this appointment is for

    • The logged in user name is displayed unless the appointment was created from the schedule/agenda view by tapping into the empty space of another user’s diary

    • If the appointment is for a colleague, tap to change the user name

  • Appointment type - options offered correspond to the appointment options seen on the Reapit CRM desktop product

    • Tap the drop-down menu to choose the required appointment type

    • Depending on where the appointment was created from, Appointment or Viewing may already be selected (but can be changed if required)

      Set owner and type.png

2. Select property for appointment (or skip adding a property)

Where a property record is to be associated with the appointment:

  • Tap into the Select property field to search for the property record

    • If the property is a lettings property, tap Lettings first

    • If a property record is not needed, tap Skip

      Select property.png

  • Search using the first line of the property address or postcode

    • The search is carried out automatically as you type

    • Matching properties are shown below

      Property found.png

  • Tap the required property to select it

    • The property is shown in step 2 (and step 3 is now available)

    • Click the arrow top right to view details of any upcoming appointments for the property
      To remove the property from the appointment, click x icon beside this

      Property selected and upcoming appts shown.png

3. Select appointment attendee (where applicable)

When a Market Appraisal appointment is being added, or any other appointment where an attendee is not required, this step is not offered

Where an attendee needs to be added to the appointment:
(i.e. an applicant, landlord, tenancy or contact)

  • Tap into the Select attendee field to search for the required record

    • Select the attendee types and marketing mode first - e.g. Applicant and Lettings

    • If an attendee is not needed, tap Skip

      Select attendee.png

  • Search using the attendee surname or contact details, such as email address or phone number

    • The search is carried out automatically as you type

    • Matching records are shown below

      Applicant found.png

  • Tap the required record to select it

    • The attendee is shown in step 3 (and step 4 is now available)

    • Click the arrow top right to view details of any upcoming appointments for the attendee
      To remove the attendee from the appointment, click x icon beside this

      Attendee selected.png

4. Set appointment date/time & check diary

At bottom of screen:

  • In Date field, tap calendar icon to the right and select the relevant date for the appointment

  • In From field, tap clock icon and select appointment start time

    Date and time.png

  • In the Duration field, select the relevant option - i.e. 15, 30, 45 minutes or 1 hour
    Entering a duration acts as a shortcut to having to set the end time
    Selecting the duration auto-populates the End time, see next step

    Date time and duration.png

  • To check the diary for availability, click Show diary drop down menu

    • The diary of the user who the appointment is being assigned to is shown for the selected day/time

    • Any appointments/viewings already booked are shown

    • Where a conflict is present, the appointment From/To date can be changed accordingly

      Check diary.png

5. Create appointment

When steps 1 - 4 are complete:

  • Tap Create Appointment

    Create appointment button.png
Tip

The appointment is now booked in the Reapit diary for the relevant user and is visible in both the Reapit Go app and the Reapit CRM desktop product

A confirmation screen is shown, see next section for more information

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When an appointment has been created in Reapit Go the details are confirmed on screen which includes:

  • Whether the appointment is confirmed, the appointment type and if it is accompanied

    • To make any changes to any of this information, the full appointment details need to be accessed via the Details button

  • Information on the appointment is shown which includes:

    • details of all involved parties

    • links to property/attendee records

    • the key number and viewing arrangements for the property

    • contact information for the main contacts involved

      • tapping a number allows it to be dialled or a WhatsApp or SMS/text message to be sent

      • an appointment reminder can be sent to either attendee via WhatsApp or SMS/text message

      • any sent messages can be logged in the journal of the relevant party

Create another appointment

  • Provides a shortcut to create a new appointment - after tapping the button, the current screen is closed and a new Create Appointment screen opened

Booking Confirmation

  • Generates an email confirmation message for the appointment, see next section

Viewing booked.png
Tip

For more information on the features and functions in this screen, click here: ADD LINK!!!!!!!!!!!!!!!!!!!

Email booking confirmation

After creating an appointment in Reapit Go, a booking confirmation email can be generated

From screen shown above:

  • Tap Booking Confirmation

    Booking confirmation button.png

  • An email will be generated addressed to the relevant parties

    Email confirmation.png
Tip

A Booking Confirmation email can also be generated from the full appointment details screen, see this guide for more information: ADD LINK!!!!!!!!!!!!!!!!!!!!

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