Add, edit or delete a client
You are able to view all the client information and edit the details of a specific client by going to Properties under a specific client. Similarly, view the reports of the properties associated with your client in Report History under a specific client.
Add a new client
- Go to Clients page.
- Click Add New Client.
- Fill in the client's first name and last name.
- Search the address of the client by starting to type the address in Search for an address or postcode and select the address from the list.
- If you are unable to find the address from the list, you can click Enter address manually.
- Click Save when you are ready to add the client to your account.
To link properties to specific clients
- Click Properties under a specific client.
- Click Associate properties.
- Choose all the properties from the list provided that you wish to link to your client. Note that you can only link each property with one client.
- Click Associate properties.
Delete client
- Go to Clients.
- Choose a client you wish to delete.
- Scroll down the Details page.
- Click Delete.
- To finalise, type CONFIRM.
- Click Delete to remove the client from your account.
Updated on: 27/06/2023