Below you will find the steps necessary to access your Client Portal, download your listing content, and edit user settings and more.

• Start by logging into your Client Portal. Use the same credentials used to book the appointment.

• Once logged in, you will see the main menu for your Client Portal on the left.
• In Dashboard view, place an order, view today’s appointments, view all orders, or access other menu options.

• In the Listings view, you will find all of your Listings.
• Here is where you will download the Listing Content created for each of your Listings.

• Click on the Listing you want to view, edit, or download.
• The Download Button can be found at the top right of the page.
• You will also see the list of components in your package below.

• Click the Download Button to view download options.
• Check the boxes of the components you wish to download and press the Download Button.
• This will create a zip file with all the content organized by folder and download it to your computer.
• To download individual components, enter the Download Center.

• To edit, update, or access individual component links, use the dropdown arrow found on the right side of each element.
• Here you can edit Property Details, update the Property Website and Property Flyer, reorder images, and copy links as needed.

• In the Orders view, you will see all your orders.
• Here you can edit, reschedule, or view details of your appointments.

• In the Settings view, you can update all your User Details such as your headshot, broker logo, social media links, and set custom notifications.

• In the Leads view, you will find the lead information from your contact forms from your content.
• In the Teams view, you can manage the admins and/or team members who can access your account.