In this article:
You will learn what a client portal is, what invited clients can access, and how to invite clients from Contacts or Bulk Upload.
Client portal overview
A client portal is a secure workspace where you collaborate with invited clients.
Let clients search and view listings
Share listings, tags, and reports
Message clients directly in Perchwell
Client access overview
Invited clients can access a client-ready experience while agent-only details stay private.
Clients can: |
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Clients cannot: |
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Client invitation (existing contact)
Send an invite to a contact that is already in Contacts.
Steps:
Open Contacts
Click the contact name
On the Contact Detail Page, click Reinvite Contact to Perchwell
Perchwell sends a new invitation email.
Client invitation (new contact)
Invite a client as you add them to Contacts.
Steps:
Open Contacts
Click Add Contact
Enter the contact’s name and email address
Turn on Invite to Perchwell
Write a message or select a saved template
Click Add Contact
Client invitation (Bulk Upload)
Invite multiple clients as you import them with Bulk Upload.
Steps:
Open Contacts
Click Add Contact
Select Bulk Upload
Download the Perchwell CSV Template
Add your contacts to the template file
Upload the completed CSV file
Turn invitations on or off
Click Upload
Invite imported contacts later from the Contact Detail Page
Tips
Invitations are tied to the contact’s email address.
Resend an invitation from the Contact Detail Page at any time.
Connect with our Support Team:
✉️ Email: support@perchwell.com
💬 Chat: Navigate to chat icon the bottom of the page to get in contact with our support team.