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Create a new event (e.g. viewing/appointment) in Reapit Go

Create a new event (e.g. viewing/appointment) in Reapit Go

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

When creating an event in the Reapit Go diary, just basic details are required in order to quickly create the event then, once the event is booked, further details and processes can be followed, such as sending an email confirmation, plus full event details can be accessed, providing access to further functions

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

Create diary event & enter basic detail

Any appointment type is created as a diary event (e.g. viewing, market appraisal, property inspection, meeting, etc.)

The event booking process is streamlined to provide the ability to create an event quickly, as only the key fields need to completed in order to create a new event - an option to complete further details is available once the event is booked, as well as access other features such as sending a booking confirmation email

1. Create diary event

From Diary, from either diary view (i.e. list/day):

  • Tap blue plus icon (+) bottom right

    New event - blue icon.png

  • Tap the relevant event type
    This determines the event type selected on the next screen (which can be changed)

    New event - select type from blue plus icon.png

From day view, tapping an empty space creates also creates a new event
If tapping an empty space within the column/row of another user, the event will be assigned to them

2. Enter basic event detail - set owner & type

From Create Appointment screen:

  • Appointment owner - will display the name of the user whose diary this event is for (unless the event was created from the day view by tapping into the empty space of another user’s diary)

    • If the event is for a colleague, tap to change the user name

  • Appointment type - the type already selected when creating the event is displayed, but it can be changed, where required

    • Options offered correspond to the event options seen on the Reapit CRM desktop product

Create appointment - 1.png

3. Enter basic event detail - select property

Where a property record is to be associated with the event:

  • 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 with matching properties being shown below - tap the required property to select it

      Create appointment - 2.png

The property is shown in step 2 (and step 3 is now available, where applicable):

  • Tap the arrow top right to view details of any upcoming events for the property

    • To remove the property from the event, tap x icon beside this

      Create appointment - 2 - view appointments.png

4. Enter basic detail - add attendee

Where it is relevant for an attendee to be added to the event, use step 3:
(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

      Create appointment - 3.png

  • 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 and 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)

      • Tap arrow top right to view details of any upcoming events for the attendee
        To remove the attendee from the event, tap x icon beside this

        Create appointment - 4 - view attendee appts.png

5. Enter basic detail - add event time & duration

Step 4 is now available at the bottom of the screen:

  • Date - tap calendar icon to the right and select the relevant date for the event

  • From - tap clock icon and select event start time

  • Duration - 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, as selecting the duration auto-populates the End time

    Create appointment - 5.png

  • To check the diary for availability, tap Show diary drop down menu

    • The diary of the user who the event is being assigned to is displayed

    • Any events/viewings already booked at this time are shown

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

      Create appointment - 5 - check calendar.png

6. Complete event creation

When steps 1 - 4 are complete:

  • Tap Create Appointment (shown above)

  • The new event details are shown

    Event created.png

The event is now booked in the Reapit diary for the relevant user and is visible in both the Reapit Go app and the Reapit CRM desktop product

Further features and functions are available from the screen above, such as to create another event or to tap links to view the location of the property on a map or contact event attendees

Details allows the full event detail to be viewed, as outlined here:
Access/use all diary event functions in Reapit Go

Email booking confirmation

After creating an event in Reapit Go, a booking confirmation email can be generated from the booking confirmation screen

From booking confirmation screen:

  • Tap Booking Confirmation

    Booking confirmation button.png

  • An email will be generated, addressed to the relevant parties

    Email confirmation.png

A Booking Confirmation email can also be generated from the full event details screen, see this guide for more information: Access/use all diary event functions in Reapit Go

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