Build Itinerary for Client via App (iPhone)

Let's build an itinerary. Start by tapping the my itineraries icon.

Now the + symbol to start a new one.

Select your client. This is optional, but it provides the best value for your client because they will see their active in their ClientConnect app.

Now select the date and time for your itinerary.

Select the start location and then start building!

To add your first showing, tap add showing.

In your search bar, start typing the address.

Select the property.

Now put in the appointment type and duration. Then tap add to itinerary.

To add another showing, tap add showing again.

You will follow the same steps as before. Once you are ready to request the appointments, tap request showings.

Success! Tap the done button.

You can now navigate to the client roster via the icon on the home screen or by tapping the hamburger menu.

From the hamburger menu, tap my clients.

The client schedule.

And now the client!

You will see the itinerary you built for the client here.