Client Management via App (iPhone)

To work with clients, tap the client roster icon on the app home screen.

To add a new one, tap the + symbol.

Enter in the information for the client and tap the create client profile button.

You will get a confirmation screen here.

As you see in the confirmation message, the client will receive an invitation to download the ClientConnect app.

You can work with your clients by tapping the roster button, but you can also navigate through the hamburger menu.

Tap my clients.

And then the specific thing you want to view.

Now select your client.

If your client has showings, they will be here on the calendar view.

Tap back to go to the client main menu.

You can view the properties associated with each client here.

Select the client you want to work with.

You will see the list of properties the client is associated with here.