In this article, we will cover:
What are clients and sites?
Creating clients and sites
What are clients and sites?
Clients and sites are organized in a hierarchical structure, with clients at the top level and sites at the bottom. To illustrate, if you have a portfolio of 10 sites managed by a property management company, all these sites would be categorized under the respective property management company, which, in turn, falls under Clients.
Creating clients and sites
Video Guide
Step-by-Step Guide
Creating a New Client
Navigate to the "Clients" tab.
Click on the "+ New Client" button located in the upper right-hand corner.
Name the client. Typically, this would be the name of the property management company, such as Greystar Property Management, VistaPoint Property Management, Horizon Property Management, etc.
Optionally, fill in additional client information, or proceed to the next step by clicking "Create Client".
Creating a New Site
After creating the client, you'll be directed to the Client’s page.
Here, add all sites associated with the property management company.
Click on "New Site" in the upper right-hand corner.
Name the site and provide a description with any pertinent details.
Enter the address. This is crucial for tracking analytics, GPS coordinates, and visually displaying the site and its associated data on a map.
Once all information is complete, click "Create Site".
