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Clients
14 articles in this collection
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