Adding An Open House

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.


To see a video guide for this please click here

To create an open house you click the plus in the corner of Rezi and select the open house option.




 

You will be shown the option to set the date and the property for the appointment first.



 

When you click into the time and date options you will have the ability to select the time/date, the duration, which negotiator is attending and add any arrangement notes. 




When you click on the “select date and time” option you will be taken to the diary where you can select when the appointment will take place. You will then be taken back to the main appointment details screen and will be able to confirm the selection before adding the property.  

 

The next option is to select the property, you have the option to either search the property or select one from the recent history. 





Once you have selected all the required information you will be able to book the appointment.  

The two options are, to confirm the appointment which will book it fully into the diary, or to save it for later which will add it as a provisional appointment. 



 

When you have applicants that have confirmed they are going to be attending the appointment you will need to go to the appointment in the diary and click into it.  




This is where you will be presented with the option to add the attendees.



There will be the option to either search for an existing applicant or add a new applicant to the system. 





Once you have selected the applicant you will need to press to confirm the appointment to save the changes. 





Once you have selected one client, the more people that register you can continue to click the add another group button to add them to the appointment.



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