View full appointment details in Reapit Go

From appointment summary page:

• Tap Details button

  Open

  

• The full appointment details screen is displayed

  Open

  

A journal entry can be added for one or more parties involved in the appointment

From full appointment details screen:

• Tap blue plus icon (+) and select New Journal Entry

• The New Journal Entry screen is displayed

• Select the journal entry type

• Select who the journal entry is for
  The main vendor/landlord and attendee is displayed, as applicable

• Enter the text for the journal entry (once saved, this cannot be edited or deleted) and tap Save

From full appointment details screen:

• Tap Edit

• The Edit Appointment screen is displayed

From Edit Appointment screen:

• To change the appointment date, tap the calendar to the right of the Date field

• To change the appointment time, tap the clock to the right of the From and To fields

• Tap Update (bottom left)

From Edit Appointment screen:

• To change the appointment date, tap the calendar to the right of the Date field

• To change the appointment time, tap the clock to the right of the From and To fields

• Tap Update (bottom left)

From Edit Appointment screen:

• Tap the Recurring button so it displays as shown below
  To stop an appointment from recurring, tap the button so it displays as shown above

• Enter the Interval and Type settings for the appointment and when it should recur Until

• Tap Update (bottom left)

From Edit Appointment screen:

• To change appointment type, click Type drop-down menu and select required option

• To mark an appointment as virtual, tap the Virtual button so it displays as shown below
  Tap again to remove the virtual flag

• To mark an appointment as repeat, tap the Repeat button so it displays as shown below
  Tap again to remove the repeat flag

• Tap Update (bottom left)

From full appointment details screen:

• Tap appointment owner name

• The Negotiator Management screen is displayed

From Negotiator Management screen:

• The current Appointment Owner name is displayed
  Where an image has not been uploaded via the Reapit CRM desktop product, user initials will be shown instead (as shown below)

• Select the required user from the list and tap Save
  The users offered are those available to you as determined by your Reapit security settings

• The appointment is now assigned to the selected user
  This appointment will now display in this user’s diary

• Tap Update (bottom left)

From Negotiator Management screen:

• To change an appointment from accompanied to unaccompanied, tap the Accompanied button so it displays as shown below
  Tap again to mark the appointment as Accompanied (as shown above)

• Tap Update (bottom left)

From Negotiator Management screen:

• Red dot indicates that the appointment is not confirmed
  Amber dot indicates that the appointment is partially confirmed

• Confirmed (x/x) indicates how many parties have confirmed out of the total number of parties

• When applicable, click the relevant option to confirm the appointment for each party
  In this example, Attendee, Negotiator & Vendor still need to confirm

• As each party confirms, the screen updates to indicate who has confirmed and who is yet to confirm

• When an appointment is fully confirmed it is marked as All Confirmed (and displays a green dot)

• Any party can be marked as unconfirmed again by clicking the party type

• Tap Update (bottom left)

From Negotiator Management screen:

• When a property or attendee has been added to an appointment, click the link to change it

  • Search for required property/attendee and, when found, tap to select then tap Yes to change

• When a property or attendee has not been added to an appointment, tap Select… button

In this example, as a property has not been added to this appointment, therefore a Select Property button is available

• Tap Select Property (or Select Attendee, as applicable)

• Search for required property/attendee and, when found, tap to select then tap Yes to add

• The appointment is updated with a property record added

• Click Update (bottom left)

From Negotiator Management screen:

• Tap Select Additional Offices/Negotiators

• Select/edit required users/negotiators and/or offices and click Save (bottom left, not shown)

  • Click arrows to right of office name to view the users for the office
    The users offered are those available to you as determined by your Reapit security settings

• Selected users/offices are added to the appointment

• Tap Update (bottom left)

1. Cancel an appointment

From full appointment details screen:

• Tap Cancel

• Tap Yes to confirm

• The appointment is cancelled, indicated by a strikethrough on the time/date at the top
  An option to Reschedule the appointment is now available - see step 3 below

2. View cancelled appointments in Reapit Go

If the Reapit Go diary of the appointment owner is setup to show cancelled appointments, the appointment will still show in their diary (it won't show up as an appointment for today on the Reapit Go homepage)

From the diary:

• In Schedule view

• In Day view

From diary:

• Tap cancelled appointment for further information

3. Reschedule a cancelled appointment

From the cancelled appointment information screen (shown above):

• Tap Reschedule

• Tap Yes to confirm

• The appointment is now back in the diary as a live appointment with the same information, confirmed status as it was when cancelled

A booking confirmation email can be generated

From full appointment details screen:

• Tap Booking Confirmation

• An email will be generated addressed to the relevant parties

Access property details

From full appointment details screen:

• Tap Property Details button

• The property details screen will be displayed - for more information on this screen, click here:
  Reapit Go: access properties, applicants & contacts

Access attendee details

From full appointment details screen:

• Tap Applicant/Contact/Property Details
  The option shown depends on whether the attendee is an applicant, landlord, contact or tenant

• The attendee details screen will be displayed - for more information on this screen, click here:
  Reapit Go: access properties, applicants & contacts

Send reminder to vendor/landlord or attendee

From full appointment details screen:

• Tap Send Reminder

• A message is automatically generated for the main vendor/landlord or attendee, based on the appointment details, which can be edited as required
  For example:
  Hello Ms Miranda Jacobs, your Viewing at 18 Ovington Gardens, London, SW3 1LS is confirmed for Wednesday 23 October 2024 at 17:00. If you have any questions prior to the appointment please do not hesitate to contact me. Craig Test

From full appointment details screen:

Viewing Arrangement notes

When Viewing Arrangements have been added via the Viewings & Keys screen on the Reapit CRM product, the notes will be shown here:

• Where no viewing arrangements have been added, this section will not be shown

• If you need to edit (or add) viewing arrangement notes, this currently needs to be done via the Reapit CRM product

  • From property, click Viewings & Keys button and enter text in the Viewing Arrangements field

Entry comments

The field below Viewing Arrangement notes displays the entry comments from the diary entry:

• This field is editable to allow notes to be added/edited

• After making changes, tap Update (bottom left)

From full appointment details screen:

• Tap Follow Up tab and complete the follow up information
  For more information on using both this screen and the homepage for follow ups, see links below