Add an Individual Client

In the video tutorial below, we'll cover the steps to add a new individual client.

1. Navigate to your home screen.

2. From your home screen click the "Clients" tab.

3. Click "New Client"

4. Select "Individual client" if only adding one person.

5. Fill out their Legal Name, phone number and email.

6. Click "Next" once all fields are filled out.

Tip: Tip! After clicking next, you are going to have the option to invite your client to create their free account. If you toggle from "No" to "Yes" you will be able to send your client an email invitation. You can keep it toggled at "No" and choose to send the invitation at a later time.

7. Toggle to "Yes" to send client invitation.

8. Write your client an email inviting them to join GIC to create their free account. If you have a template for this you can apply that using the "Template" button.

9. Click "Done" when you have finished writing your email.

10. You have now created your client. Click on their name to be taken to their client profile.

Tip: Tip! Your client's profile is where you will create representation documents like the "Exclusive Right to Buy/Sell".

11. Click "New Representation" to create buyer or seller documents.

12. Select whether this client is buying or selling.

13. Click "Create New Representation" to continue.

14. Once you have created the representation click "Add Documents".

15. Click "+ New Doc" to add representation documents.

16. Select which documents you would like to create.

17. Click "Add Documents" when you are done selecting.