Add an Individual Client
In the video tutorial below, we'll cover the steps to add a new individual client.
- For a detailed overview of creating a listing, view the video demo here.
- For a guide to client groups, head to adding an advanced client.
Quick Video Tutorial:
Step by Step Guide:
1. Navigate to app.getincontract.com
2. Click the "Clients" tab.
3. Click "New Client"
4. Select "Individual Client".
5. Add their name, phone number and email.
6. Once you have filled everything out, click "Next".
7. It will then ask you whether or not you would like to send your client an email invitation. If you keep this toggled
at no you can send at a later time. If you toggle to yes this will pull up a modal to send your clients an email
invitation. Click "Done" to create your client profile.
Tip! It is free for you client to create an account but NOT required in order for them to sign documents. In their
account they will be able to follow along the transaction, see their dates and deadlines, sign documents, and upload
their own documents.
8. If you toggle this to yes you will be able to send your clients an email invitation. You can customize the email or
apply template if you have one. When you are ready click "Done" to create your client profile.
9. Your will see your client profile is created. Click on the name of your client to open their profile.
10. This is where you can add representation documents, create a transaction, see their active and past transactions and
send the email invitation if you haven't already.
11. Click "Create New Representation" to start any representation documents Select whether your client is buying or
selling and then click "Create New Representation".
12. Then click, "Add Documents".
13. You can either search for a document or click on "Launch Quick Start" to see a list of documents you can add to the
represenation.
14. Select any documents you want to add to your client profile, then click "Add Documents".
15. Once the document(s) is added, click on the link to start filling it out.
Tip! Anytime you are filling out a document it is autosaving your work as you go. You never have to click a save button.
16. Once inside the document, you can: apply a template if you have created one, then click auto-fill which will add any
information the system can find to the document. Once it's filled out, you can send it to your client using the "Send
Message" button and sign it using the "Sign" button.
17. Click "Roy Smith" to go back to the client profile.
Next Lesson: Add a Client Group
Click here to add an Exclusive Right to Buy or Sell to a client profile
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