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Use Reapit Go homepage for follow ups

Tip

The Reapit Go homepage displays an overview of upcoming appointments, plus appointments to follow up for the logged in user

For more information on using the homepage to manage follow ups, click here:
https://reapit.atlassian.net/wiki/spaces/RW/pages/edit-v2/2445213706#Appointments-to-follow-up

Request feedback & send feedback functions

Info

After an appointment has taken place, options are available to request feedback from the main attendee and send feedback to the vendor/landlord

Feedback can be requested/sent via a WhatsApp or SMS/text message, or the main attendee/vendor/landlord called - this can also be logged in the appropriate journals

1. Request feedback

After an appointment has taken place, from the appointment summary screen:

  • Tap Request Feedback

    Request feedback button.pngImage Added

  • A message is automatically generated for the main attendee, based on the appointment details, which can be edited as required

    Request feedback.pngImage Added
Tip

For more information on sending a message via WhatsApp or SMS/text, click here:
Use Reapit Go to call or send a message via WhatsApp or SMS/text & log in journal

2. Send feedback

After an appointment has taken place, from the appointment summary screen:

  • Tap Send Feedback

    Send feedback button.pngImage Added

  • A message is automatically generated for the main vendor/landlord, based on the appointment details, which can be edited to allow the feedback to be added

    Send feedback.pngImage Added
Tip

For more information on sending a message via WhatsApp or SMS/text, click here:
Use Reapit Go to call or send a message via WhatsApp or SMS/text & log in journal

Enter follow up information on full appointment detail screen

After an appointment has taken place:

  • Access appointment to view the appointment summary screen then tap Details

    Details button on appointment summary.pngImage Added

  • The full appointment details screen is displayed - tap Follow Up tab

    Follow Up tab.pngImage Added

  • Follow up the appointment by entering the following information:

    • Set the Attendance to Attended or No Show

    • Where available, select the Feedback reason from the drop-down menu

    • Enter Follow Up Notes

      Appt followed up.pngImage Added

  • Tap the Followed Up button so it displays as shown above
    This can only be done once Feedback or Follow Up Notes have been entered

  • Tap Update to save the follow up information entered

Tip

The appointment is now marked as followed up and it will be removed from the list of appointments to follow up on the Reapit Go homepage

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