Homebot

Learn how to add and manage your clients in this short video, below it you'll find step-by-step tutorials. You can also follow this <a href="https://homebot.navattic.com/0l1m0wxqq" rel="nofollow noopener noreferrer" target="_blank">3-minute self-guided tour</a> to see how to upload clients.

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<a href="https://help.homebotapp.com/en/articles/2222667-how-do-i-add-a-client" rel="nofollow noopener noreferrer" target="_blank">How to manually add clients</a>

- <a href="https://help.homebotapp.com/en/articles/2222667-how-do-i-add-a-client" rel="nofollow noopener noreferrer" target="_blank">How to manually add clients</a>

<a href="http://help.homebotapp.com/en/articles/3854760-how-to-upload-your-clients">How to upload your clients</a>

- <a href="http://help.homebotapp.com/en/articles/3854760-how-to-upload-your-clients">How to upload your clients</a>

<a href="https://help.homebotapp.com/en/articles/3658678-how-to-edit-a-client-s-information" rel="nofollow noopener noreferrer" target="_blank">How to edit a homeowner's profile</a>

- <a href="https://help.homebotapp.com/en/articles/3658678-how-to-edit-a-client-s-information" rel="nofollow noopener noreferrer" target="_blank">How to edit a homeowner's profile</a>

<a href="http://help.homebotapp.com/en/articles/4045305-how-to-edit-a-buyers-profile">How to edit a buyer's profile</a>

- <a href="http://help.homebotapp.com/en/articles/4045305-how-to-edit-a-buyers-profile">How to edit a buyer's profile</a>

<a href="https://help.homebotapp.com/en/articles/3658550-how-to-manage-inactive-clients" rel="nofollow noopener noreferrer" target="_blank">How to manage email issues</a>

- <a href="https://help.homebotapp.com/en/articles/3658550-how-to-manage-inactive-clients" rel="nofollow noopener noreferrer" target="_blank">How to manage email issues</a>

Don't want to use our templates? No problem. <b><a href="https://f.hubspotusercontent20.net/hubfs/5690529/Import%20Templates/Required%20&amp;%20Recommended%20Homebot%20Import%20Fields%20List.pdf" rel="nofollow noopener noreferrer" target="_blank">Download our list of client upload requirements</a></b>. 

Wondering what happens after you add your clients? <a href="https://help.homebotapp.com/en/articles/3854365-i-ve-added-my-clients-what-happens-next" rel="nofollow noopener noreferrer" target="_blank">Read this.</a>

Learn how to add your clients, manage their profile information, and how to manage email issues.

STEP-BY-STEP TUTORIALS

ADDING CLIENTS

MANAGING CLIENTS

DOWNLOADABLE TEMPLATES