Client Management via App (iPhone)
1
To work with clients, tap on the hamburger menu on the top left.
2
Tap on My Clients.
3
Then tap on Client Roster
4
To add a new one, tap the + symbol.
5
Enter in the information for the client and tap the create client profile button.
6
You will get a confirmation screen here.
7
As you see in the confirmation message, the client will receive an invitation to download the ClientConnect app.
Client Properties
8
You can view the properties associated with each client here.
9
Select the client you want to work with.
10
You will see the list of properties the client is associated with here.
Client Schedule
11
Tap Client Schedule
12
Now select your client.
13
If your client has showings, they will be here on the calendar view.
14
Tap back to go to the client main menu.
Client Feedback
15
Tap Client Feedback
16
Select your client
17
If your client previously provided feedback, that will appear here
