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1. Access diary

From navigation bar:

  • Tap Diary (bottom left)

    Diary - button.png

  • The diary is displayed in Schedule view
    This is the same screen as that shown when tapping today’s upcoming appointments on the homepage
    For more information on diary views, see last section titled: Change diary view - from schedule view & day/agenda viewto day view…

    Diary - schedule view.png
Info

The blue plus icon (+) allows a new appointment/viewing to be created - for more information, click here: Create a new appointment/viewing in Reapit Go

2. Find the required day

From diary:

  • Tap dates across the top of the screen to view appointments for that day

    • On Schedule view, the arrow shown below dates (on right) skips to the start of the current week

      Diary - day selection.png

    • On Schedule view, scroll down the list for the option to Load more
      Appointments will be shown up to the end of the selected month

      Diary - load more days.png

  • On Day or Schedule view, use the drop down calendar (top left) to switch to other dates or a different month

    Diary - month selection.png
Info

Schedule view shows appointments for the logged in user only
Day view allows other user’s diaries to be seen

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From diary:

  • Tap cog icon

    Diary - settings icon.png

  • The Diary View Settings page allows the following settings to be changed

    • Day View Layout
      Allows the Day view to be changed to Agenda format
      Default setting is Day
      For more information on Agenda view, see section below titled: Change diary view - from schedule view & day/agenda viewto day view…

    • Hide Cancelled Appointments
      Allows cancelled appointments to be hidden in the diary
      Default setting is No, meaning that cancelled appointments are shown
      See section below for an example of a cancelled appointment

    • Hide Unconfirmed Appointments
      Allows unconfirmed appointments to be hidden in the diary
      Default setting is No, meaning that unconfirmed appointments are shown

      Diary - settings.png
Note

After making the required changes, tap Save (bottom left)

Cancelled appointments in Reapit Go

When cancelled appointments are set to be shown (and not hidden) in Reapit Go:
Whether cancelled viewings are shown in Reapit Go is determined by Settings, outlined above

  • Appointments are displayed with a strikethrough and are marked as Cancelled

    Cancelled appointment.png

  • Tap a cancelled appointment to view more detail on the appointment

    Cancelled appointment - detail.png

  • Tap Details button (shown above) to display a screen with further options, such as Reschedule

    Cancelled appointment - further details.png

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1. Schedule view

From diary:

  • Tap Schedule (top right)

  • Schedule view shows the logged in user’s appointments for the selected day in list format

  • Each appointment is shown in time order displaying:

    • The start and end time of the appointment

    • Whether the appointment is accompanied

    • The appointment type (e.g. viewing, rent review, market appraisal, etc.)

    • The vendor/landlord name(s) and property address

    • The appointment attendee name and record type (e.g. applicant, tenant, contact)

  • Tap an appointment to view more information and access further functionality
    See section 4 below

Diary - schedule view.png

2. Day view

From diary:

  • Tap Day (top right)

    • Day view shows the logged in user’s appointments for the selected day with the appointments shown within the relevant timeslot

      Diary - day view.png

  • Day view allows other users' appointments to be shown

    • Tap the people icon (top middle) to display the users available to you

      Diary - day view - select users button.png

    • Select the required users whose appointments you wish to see and tap Save
      Where an image has not been uploaded via the Reapit CRM desktop product, user initials will be shown instead (as shown below)
      The users offered are those available to you as determined by your Reapit security settings

      Diary - select users.png

  • Each user added is shown in a vertical column
    Agenda view is available which shows each user’s appointments in a horizontal column (see section 3)

    Diary - day view - multiple users.png

  • Tap an appointment to view more information and access further functionality
    See section 4 below

Note

Changing the view and adding users whose appointments you wish to view in Reapit Go does not change the view in the Reapit CRM desktop product (and vice versa)

3. Agenda view

Info

The diary settings screen allows Day view to be switched to Agenda view

For information on how to do this, see section above titled: Access diary settings to change the diary view…

When Agenda view is enabled:

  • Switching to Day view displays the diary in Agenda view format

  • Agendaview allows multiple user diaries to be displayed and shows each user’s appointments in a horizontal column

Diary - agenda view.png

4. Appointment information

  • When tapping on an appointment while in any of the views above, important details for the appointment are shown

  • Further features & functions are available from this screen, such as being able to access/edit the appointment details, contact involved parties and view the property location

Tip

For more information, click here:
Booked appointments/viewings in Reapit Go - features & functions available on the appointment summary screen

Diary - viewing appointment - basic.png

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