Client Management via App (Android)

To add a new client, start by tapping the client roster button.

Hit the plus symbol on the top right.

Fill out the information and create the client profile.

Tap confirm.

And now done, your client has been added!

To manage the client, go to my clients in the hamburger menu.

Let's look at the client schedule.

Select the client here.

Select the date the showing is on. You will see the details and edit opportunity here.

You can also view the properties the client has interacted with here.

Select the client here.

The properties the client has interacted with will show up here.