Reapit Go diary basics

Owned by Fiona Hardy
Last updated: Oct 30, 2024
6 min read

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

This page outlines the basics of using the diary on Reapit Go, such as how to navigate, generate a key list, access diary settings and change the diary layout/view to be able to view other user’s diaries

This guide covers (click a link to skip to a specific section):

For further guides on how to add/edit a diary appointment and access diary features and functions, click here: Reapit Go: homepage, diary & appointments

Access & navigate the diary

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 this section below: Reapit Go diary basics | Change diary view from schedule to day view to see other people’s diaries (incl...

    Diary - schedule view.png

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

    • 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

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

Generate a key list for quick access to keys needed today/tomorrow

From diary:

  • Ensure Schedule view is selected

  • Tap key view icon

  • The key view is displayed

    • Any appointment for today that involves a property where a key is held by the office is displayed
      Key details for tomorrow’s appointments can also be seen - tap Tomorrow to change the view

    • The key number is displayed

    • Tap the link to view the appointment detail

Access diary settings to change the diary view (including how to show/hide cancelled & unconfirmed appointments)

From diary:

  • Tap cog icon

  • 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 this section below: Reapit Go diary basics | Change diary view from schedule to day view to see other people’s diaries (incl...

    • 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

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

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

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

Change diary view from schedule to day view to see other people’s diaries (including agenda view)

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

 

 

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

  • Day view allows other users' appointments to be shown

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

    • 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

  • 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)

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

3. Agenda view

When Agenda view is enabled:

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

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

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

 

 

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