Page Comparison

1. Create appointment from homepage

On appointments section of the homepage:

• Beside Appointments, tap blue plus icon (+)

  

• The Create Appointment screen is displayed
  See next section titled Enter basic appointment/viewing below: https://reapit.atlassian.net/wiki/spaces/RW/pages/edit-v2/2448130049#Enter-basic-appointment%2Fviewing-detail

  

2. Create appointment from diary (from any view)

From navigation bar:

• Tap Diary

• From any diary view (i.e. day, schedule/agenda), tap blue plus icon (+) bottom right

  

• Tap New Appointment or New Viewing
  This determines the appointment type selected on the next screen (which can be changed)

  

• The Create Appointment screen is displayed with the appointment type set to Appointment or Viewing, in accordance with the option chosen above
  See next section titled Enter basic appointment/viewing below: https://reapit.atlassian.net/wiki/spaces/RW/pages/edit-v2/2448130049#Enter-basic-appointment%2Fviewing-detail

  

3. Create appointment from diary in schedule/agenda view

From navigation bar:

• Tap Diary

• When in schedule/agenda view, tap in an empty space to create an appointment
  If tapping in an empty space on the column of another user, the appointment will be assigned to them

  

• The Create Appointment screen is displayed, ready to add the appointment type
  See next section titled Enter basic appointment/viewing below: https://reapit.atlassian.net/wiki/spaces/RW/pages/edit-v2/2448130049#Enter-basic-appointment%2Fviewing-detail

  

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)

    

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

    

• 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

    

• 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

    

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 type and marketing mode first - e.g. Applicant and Lettings

  • If an attendee is not needed, tap Skip

    

• Search using the attendee surname (or first name and surname) or use contact details, such as their email address or phone number

  • The search is carried out automatically as you type

  • Matching records are shown below

    

• 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

    

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

  

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

  

• 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 at this time are shown

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

    

5. Create appointment

When steps 1 - 4 are complete:

• Tap Create Appointment