Clients Add New Client Property 1. Navigate to Clients 2. Open Client's Profile 3. Navigate to Properties 4. Click on…AdminApril 23, 2026
Clients Add New Client 1. Navigate to Clients 2. Click on Add New Client 3. Enter Client's Name 4.…AdminApril 23, 2026
Active ClientsClients Send Invite to Existing Client 01. Click on Clients 02. Click on Checkbox 03. Click on Batch Action 04. Click…AdminOctober 31, 2022
Active ClientsClients Import Clients 01. Click on Clients 02. Click 'Add New Client' Dropdown Menu 03. Click Example to…AdminMarch 31, 2026
Active ClientsClients Update Client’s Info 1. Click on Clients 2. Click on Client's Name 3. Click on Edit 4. Change…AdminApril 6, 2026
Archived ClientsClients Archive Client 1. Click on Clients 2. Click on the Checkbox 3. Click on Batch Action 4.…AdminOctober 31, 2022
Archived ClientsClients Unarchive Client 01. Click on Clients 02. Click on Archived 03. Click on Checkbox 04. Click on…AdminOctober 31, 2022