Booking a Viewing
In this guide, we will learn how to book a viewing into Rezi. Please see our video for a demonstration of the guide below. Book a Viewing Guide
To book a viewing, start by clicking on the plus icon (top right of the screen) and clicking on Viewing
You are now presented with 3 options. Enter the client details, select a property and select the date and time. You can complete these anyway that you like. In this guide we will start with Entering the clients details
Enter the clients details into the areas needed (see adding an applicant for details on creating a search and GDPR info). You can complete a full new registration or Look up and existing client. Once all areas needed are completed, click Select this client.
Now click on Select the property
From here, you can click on the property you would like to book the viewing for, or you can search for the property in the search bar and then click on to the property to select it. Once complete, click Save and select this property
You can also book multiple viewings by clicking on all of the properties you would like to view. Then on the next screen you can allocate the date and time to each property.
Click on Select the date and time for the appointment
From here, you can select the meeting place for the appointment. To book a time, click on Select date and time
This will take you into the diary. From here you can change the view and see what other appointments are in the diary and click to book the appointment time you need.
Once the time is set, you can adjust the start time and duration if needed. You can choose who is attending the appointment and also select the follow up negotiator. Once the info is added, click select the appointment details.
After the three areas have been completed you can now either Save for later if you have been unable to confirm the appointment or you can Confirm the appointment.
In order to send the confirmation out, click on the blue wording of Send your confirmations
Choose the correct pack to send out. If you are wanting to edit the correspondence in anyway, click preview. If you are happy and wish to continue, click Send Confirmations.
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