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.



    • Related Articles

    • 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 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 ...

    • 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 ...

    • 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 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 ...