Clients

14 articles

Written by James

Live Bookings Availability for Clients

Show clients your availability to avoid being overbooked on certain days and times and set rules for notice periods and available slots.

Written by James. Updated over a week ago

Assigning/Reassigning Properties in Bulk to a Client

A new and easier way to assign clients on InventoryBase

Written by James. Updated over a week ago

Displaying Invoices in a Client's Account

How to switch this setting on or off for a client

Written by James. Updated over a week ago

Adding additional data fields to a Client

Custom fields allow you to store client details

Written by James. Updated over a week ago

Adding your clients

Written by James. Updated over a week ago

Editing client details

Written by James. Updated over a week ago

Client-specific Settings

Written by James. Updated over a week ago

Client-specific pricelists

Written by James. Updated over a week ago

Viewing client history

Written by James. Updated over a week ago

Updating Clients Email Settings

How to update email notifications for one of your clients or bulk update email settings for all clients

Written by James. Updated over a week ago

Helping a Client get Started with InventoryBase

What a client can expect to see when first logging into their InventoryBase account

Written by James. Updated over a week ago

A Guide to Clients Adding a New Inspection with the Option to Add Uploads

Clients can now upload existing Word and PDF documents, such as previous reports and safety certificates

Written by James. Updated over a week ago

A Guide to Clients Adding a Self-Service Inspection for Tenants and Third Parties

Written by James. Updated over a week ago

Deleting, Disabling or Reassigning a Client

This guide will tell you how to delete a Client from your account and what happens to their reports

Written by James. Updated over a week ago