Customers

A customer is an agent you work for. Every tour and order is assigned to a customer, and the customer’s name, brokerage, logo and avatar appear on their branded tours. Manage them under Dashboard → Customers.

Customers are created for you automatically when an agent books through your Order Form. You can also add them by hand here, or with Add Customer wherever a tour, order or invoice asks for one.

Add a customer

1. Go to Customers and click Add Customer.

2. Enter the Customer Name and Email — the email is where tour notifications go. Customer Title, Phone and Brokerage Name are optional.

3. Fill in the Home Address if you want it on the agent’s profile.

4. Upload a Brokerage Logo and a Customer Avatar — shown on the agent’s branded tours.

5. CC Email list — extra addresses (an assistant, the office) that receive every tour access and asset notification for this customer. Click + to add each one.

6. Click Save.

Note

Agents can also sign up on their own and see everything you deliver to them in the customer platform — see the Agents section.

Managing customers

The list shows each customer’s avatar, name, brokerage and phone. Use the search box to find one, Columns to show or hide columns, and the ⋯ menu on a row to edit or remove a customer.