Account Setup and Customization
Set a password and customize your profile.
Brief video overview of how to set up your profile
Six Ways to Customize Your HomebotLearn all the best ways to customize your Homebot
How to log in and log out of your account and troubleshoot login issuesAre you having trouble logging in? This article will show you how to log in to your Homebot account.
How to Set and Reset Your Password and Troubleshoot Login Issues.Learn how to set up and reset your password
How to Update Your Profile and Account SettingsThis article will teach you how to update your profile, account settings, and email signature
How to Upload a Profile PhotoLearn how to add a photo to ensure every outgoing report shows your face!
How to Update Company and Office InformationLearn how to change your company and office information, plus additional customization for your clients
How to Connect Your Custom Loan Application Link
How to Connect Your Custom Booking Link
How to Add a Custom DisclaimerLearn how to add your personalized message in the disclaimer section on Homebot reports.
Understand Client Capacity and Update Your Billing InfoLearn about how we charge for clients in your account.
Can My Assistant Log Into My Account?Learn how to allow authorized parties to access your account.
Account Management for Admins
Learn How to Navigate Your Client Engagement PortalLearn how to navigate and optimize your Homebot account.