Add, Edit or Delete a 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.

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.

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.

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