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Share Interest Schedule with your Clients
Share Interest Schedule with your Clients
Michael Avery avatar
Written by Michael Avery
Updated over a week ago

Once you've created an Interest Schedule presentation you'll want to share it with your Landlord clients.

Follow these simple steps to setup their access.

1. Assign your clients to the property

Start by ensuring your clients are associated to the property, simply press 'Add more contacts' if they are not yet assigned.

2. Set up their access rights

Use the dropdown next to their name to create them access. Click 'notify' so that they will receive an email invite once you press save.

3. Get them to check their email and login

Once you press save your client will then receive an email invite to login and review their Interest Schedule(s). It will look something like this:

Having problems receiving the invite? Have them search their emails for 'Invitation to your Client Portal" or give us a call.

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