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This guide has been reviewed against our global client base and classed as relevant to all regions |
A series of viewings made for the same applicant viewing different properties can be displayed in the diary as a single entry called a viewing tour - a viewing tour allows individual appointments to be created which, while linked, allow journal entries to be made for notes and viewing feedback for each individual viewing
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: |
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1a. Viewing tour display Viewing tours will then be displayed in the diary as below: Opening the diary entry displays like this: |
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2. Creating a viewing tour From |
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applicant screen:
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With the diary appointment screen still open:
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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 From diary appointment screen:
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4. Save viewing tour When all properties have been added:
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title | 2a. Adding further appointments to the viewing tour |
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Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help |
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How to display viewing tours in the diary and how to create individual appointments within a viewing tour |