Homebot

Brief video overview of how to set up your profile

Learn all the best ways to customize your Homebot

Six Ways to Customize Your Homebot

Are you having trouble logging in? This article will show you how to log in to your Homebot account.

How to log in and log out of your account and troubleshoot login issues

Learn how to set up and reset your password

How to Set and Reset Your Password and Troubleshoot Login Issues.

This article will teach you how to update your profile, account settings, and email signature

How to Update Your Profile and Account Settings

Learn how to add a photo to ensure every outgoing report shows your face!

How to Upload a Profile Photo

Learn how to change your company and office information, plus additional customization for your clients

How to Update Company and Office Information

How to Connect Your Custom Loan Application Link

How to Connect Your Custom Booking Link

Learn how to add your personalized message in the disclaimer section on Homebot reports.

How to Add a Custom Disclaimer

Learn about how we charge for clients in your account.

Understand Client Capacity and Update Your Billing Info

Learn how to allow authorized parties to access your account.

Can My Assistant Log Into My Account?

Account Management for Admins

Learn how to navigate and optimize your Homebot account.

Learn How to Navigate Your Client Engagement Portal

Erica McGarvey

Set a password and customize your profile.

Account Setup and Customization

Create a custom design with text, images, and links

Find answers and get help from Intercom Support and Community Experts

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