Reapit Go diary basics

1. Access diary

From navigation bar:

• Tap Diary (bottom left)

  

• 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 last section titled: Change diary view from schedule to day view…

  

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

  

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

    

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 section below titled: Change diary view from schedule to day view…

  • 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

  

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