How to Add Clients One at a Time

Learn how to add clients one at a time

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Written by Homebot
Updated over a week ago

There are two ways to add your clients to your Homebot account: in bulk or one at a time. This article will show you how to add homeowners and buyers one at a time.


From your Clients page, select ADD CLIENTS:

For adding homeowners to your account, the following information is required in sections 1 & 2:

  • First name

  • Last name

  • Email address

  • Home address

  • Zip code

For adding buyers to your account, the following information is required in sections 1 & 3:

  • First name

  • Last name

  • Email address

  • Toggle "Add as a Buyer" to pink

Once you hit save, your client will be added and receive their first report within 72 hours of being added!


WHAT COMES NEXT? Click on any of the links below:

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