When you have a new client, you can easily create an account for them. This will allow them to place orders or access property sites that you have already created for them.
How to create a new client account
Click the steps below for a detailed walk-through:
Step 1: Click the Dashboard tab
Step 2: Click "New Client"
Step 3: Fill in client info
Step 4: Enter referral code, if any
Step 5: Click "Ok"
Step 6: Fill in additional client details, if needed
Step 7: Select client Group, if needed
Step 1: Click on the Dashboard tab at the top of the page.
Step 2: In the Quick Start section, click the "New Client" button.
Step 3: In the Create a New Client pop-up window, enter in your clients name, email address, and phone number.
Step 4: If your client has a referral code to use, enter that in the Referral Code box.
Step 5: Click the "Ok" button to create the client account.
Step 6: You will be taken to the Client Detail page. You can enter in any additional client information, if needed. Note: Your client will be able to access their account and add their information as well.
Step 7: If your client is part of a Group that you have created, then you can add them by clicking the Group drop-down menu and selecting that Group.
For any additional questions, our Support team is ready to help you!