Client Management - Web
Gmail
Sentrilock
Stripe
1
Access your Client Roster by clicking on "Clients".
Add a Client to Your Client Roster
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From the 'Clients' page, Click "ADD CLIENT".
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Enter your client's name and contact information and click "Create Profile".
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A SUCCESS! message will appear confirming the client has been added to your Client Roster.
Client Management
5
Access your Client Roster by clicking "Clients".
Client Calendar
6
View a Client's calendar by clicking on the"Menu" dropdown box and selecting "Client Calendar".
7
Select the date for which you want to review appointments.
8
If any showing appointments were scheduled for the client, the listing addresses and appointment details will be displayed.
Client Properties
9
Click "Client Properties" to view properties the client is interested in.
Client Feedback
10
If your client has provided feedback on a property, that will show here.
Client Activity
11
View Client Activity by heading back to the menu and clicking on "Client Activity"
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You will see the activity this client has had on listings here.
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