ClientConnect How-To | Scribe

    ClientConnect How-To

        From the home screen of ClientConnect, you can find your agent's contact information. You also have a button to view the properties you have interacted with.
        From your properties, you can select the property you want to view details about.
        This screen gives you basic information about the property. Hit the back button in the app to go back to your list of properties.
        Let's hit the back button once more to go to the home screen again.
        To view your schedule, click the calendar button.
        Then select the day you want to view.
        You can see that on December 8 there is an appointment to see 2340 Walker St. If you tap the calendar item, it will give you basic information about the property.
        Here's what displays on the next screen and it includes basic information about the property. Tap the back arrow in the app to go back to your calendar.
        From this screen you can also get directions.
        You can get directions from this screen.
        Tap your system back arrow to go back into the ClientConnect app.
        Now let's look at a showing you are the seller on. You can see that on December 9 there is a showing appointment to approve. Tap the approve or decline button.
        Now the appointment is approved. Tap the inbox icon to look at your messages.
        You can look at your messages for just today, the week, or entire month.
        Month view. Tap the ellipses (...) at the bottom right to view additional options.
        In this screen, you can edit your profit and sync your calendar.
        Tap the pencil to edit your profile.
        You can put in your additional information here and hit save changes.
        You can also sync your calendar and chose which calendar you would like to use.
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