top of page

Add, Edit or Delete a Client

Add, Edit or Delete a Client

You are able to view all the client information and edit the details of a specific client by going to Properties under a specific client. Similarly, view the reports of the properties associated with your client in Report History under a specific client.

1

Go to Clients page.

2

Click Add New Client.

3

Fill in the client's first name and last name.

4

Search the address of the client by starting to type the address in Search for an address or postcode and select the address from the list.

5

If you are unable to find the address from the list, you can click Enter address manually.

6

Click Save when you are ready to add the client to your account.

Add, Edit or Delete a Client Image

To Link Properties to Specific Clients

1

Click Properties under a specific client.

2

Click Associate properties.

3

Choose all the properties from the list provided that you wish to link to your client. Note that you can only link each property with one client.

4

Click Associate properties.

Add, Edit or Delete a Client Image

Delete Clients

1

Go to Clients.

2

Choose a client you wish to delete.

3

Scroll down the Details page.

4

Click Delete.

5

To finalise, type CONFIRM.

6

Click Delete to remove the client from your account.

Add, Edit or Delete a Client Image

Note that by deleting a client, all of the properties linked with that client will not be linked together anymore, but will be left orphan. Removing a client does not remove all of the properties or reports linked with the client.

Updated on: 27/06/2023

Discover why HelloReport is the best solution for all your property reports

Find out more by booking a live demo with a member of our team today.

bottom of page