Adding a new Client and Property as an Agency

Adding a new property is a 2 part process for Agency websites

1. Agency - Adding A New Client

Before creating the owner's Property you will need to add the client first.

Agency Dashboard > Add Client

You will next need to fill in the owner's details, working through the Basics, Address, Legal & Login tabs, and click 'Create Client' to finish. You should now be able to see the new client within your Agency Dashboard. Now you have created the client you can now add a new property and assign it to the owner. 

IMPORTANT - If you skip the first step and do not add an Owner, before creating the property, Agency functionality such as Commission splits, Housekeepers & Reports will not work!

2. Agency - Adding A Property 

If the owner / client already has a property on your website you won't need to add a new owner - you can simply select the relevant owner / client within the drop down 'Who owns this property?'

Properties > Add Property > Who owns this property?

IMPORTANT - Please make sure you add the Owner of the Property profile within the 'Who owns this property?' section.

If you're taking bookings for this property you must ensure that the handler is set up correctly within the property sharing slip. To do this follow the steps below:

Properties > Select a property >Edit Permissions

You will be able to edit the sharing of your clients property and update the handler on where you would like the visits/bookings to be sent to.