Adding a General Appointment

In this guide, I will show you how to add a general appointment into the diary. This can be a team meeting with nultiple negotiators or a meeting with a client.

To see a video guide on this please click here to see it.

In order to add a general appointment into the system the best way to do this is to click the plus icon and select the option to 'Add General'.

Once you have click 'General' it will open up the book appointment modal. From here you can select which type of appointment you can wish to select.

In this example, I have selected 'Meeting'. I can now add a title and description for the meeting for example 'Meeting with Mr Jones'. You can select the time and date from the options below. Once you are happy with this you can press Save.

• Related Articles

• Adding An Open House

  This guide will take you through the process of an open house event. This will allow you to block a time in the diary when an open house can take place. Once this is booked in, you can add people who will be attending at a later date should you wish. ...

• Adding a Valuation With Rhodri Pugh

  Sign up for the webinar to learn how to book valuations into Rezi. This will cover all aspects of the process from taking the booking to instructing the property. We will learn about the marketing communications you can use to sell your business to ...

• Adding a Note of Interest - Scottish Functionality

  In this guide I’ll show you how to add notes of interest into the system. See our video guide on 'How to add a note of interest' here To add a note of interest onto a property first navigate to the property that you need, then navigate to the sub tab ...

• Adding a Person

  In this guide we'll go through how to add a client on to the system. There is also a video guide on 'How to add a person', which can be found by clicking the link. There are a few different areas within Dezrez that will allow you to register new ...

• Adding a Person with Search Criteria

  In this guide we'll go through how to add a client with a search on to the system. There is also a video guide on 'How to add a person with a search', which can be found by clicking the link. There are a few different areas within Rezi that will ...