Homebot

Learn how to add clients manually or one at a time

How to Add Clients One at a Time

Learn how to quickly and easily add a large database to your account.

How to Add Clients in Bulk

Learn when the first report is sent and when they auto-send each month after.

What to Expect After Adding Clients

If you already have a client database, export your data and upload it directly to Homebot.

Instructions for Retrieving Data From Your LOS or CRM Tool.

Learn how to add Spanish contacts to your account and update their preferences.

Homebot's Spanish language capabilities

Erica McGarvey

Lou Wendelstedt

Learn how to introduce Homebot, add clients, and more. 

How to Add Clients 

Create a custom design with text, images, and links

Sign into your account

Find answers and get help from Intercom Support and Community Experts

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