Add Clients
Learn how to introduce Homebot, add clients, and more!
How to Introduce Homebot to Clients and Prospects
How to Add Clients One at a TimeLearn how to add clients manually or one at a time
How to Add Clients in BulkLearn how to quickly and easily add a large database to your account.
Instructions for Retrieving Data From Your LOS or CRM Tool.If you already have a client database, export your data and upload it directly to Homebot.
What to Expect After Adding ClientsLearn when the first report is sent and when they auto-send each month after.
Homebot's Spanish language capabilitiesLearn how to add Spanish contacts to your account and update their preferences.