Customer Portal Overview
Client Portals provide a place for agents to log in, access, and download listing media as well as place new orders with photographers directly in the account dashboard. Inside the customer portal you will see listings delivered to you by your photographer, order history and appointment information, leads collected from contact forms on property websites, access and create marketing materials, and so much more!
Client Portal > Orders
The Orders section is where you can review all of the order history information with this photography group. Click into any order to view details, complete payments, download invoices, and review or update appointment information.
Place New Order
Have an upcoming listing that is going to market soon and need to book your photographer to come out for photos and media to help list the property? Easy! Click the purple Place Order button at the top of the left navigation menu to place a new order and schedule the appointment with your photographer without ever having to leave your dashboard or pick up your phone!
Client Portal > Orders + Appointments
If an order contains an appointment, click into the order and scroll down to view the appointment information. You'll see the order items for this appointment, appointment start time and duration.
Client Rescheduling + Cancellation
It's helpful to review the appointment information on the order, but you can also reschedule, postpone, or cancel appointments if needed.
Click the Reschedule button and you will be taken to a scheduling page where you can select a new day and time to complete the appointment.
Postponing an appointment will remove its appointment date. After postponing an appointment, you will be unable to reschedule the appointment and will need to have an admin reschedule for you.
Client Portal > Listings
The Listings section is where you can review all of the listings your photographer has historically shared with you, the most recent being the first property card. Click on any listing card to view the contents inside and/or download the listing media.
Client Portal > Social Profile Links
You want to add your social media links on the property websites, various marketing materials and landing pages throughout the system? That’s easy! Simply click on the Social Profile Links option!
Client Experience Video Walkthrough
Get up to speed in under five minutes!