Adding a new Client and Property as an Agency

Adding a new Property is a 2 part process for Agency websites

1. Agency - Adding A New Client

All Properties on an Agency website require a Client. (If you have created the Client previously and are adding another Property under their account, then you can skip this first step).

Navigate to the Agency Dashboard within your admin. Within here you will see an 'Add Client' button located within the top right.

Clicking this will open up the following screen. You will next need to fill in the Owner's details, working through the Basics, Address, Legal & Login tabs, and click 'Create Client' to finish. 

Tip: We recommend not adding the Owners email address within the Login tab at this stage, as this will send them an automated email with instructions on how to sign into their Owners portal. Instead, add your own email or test@scrumpy.co.uk for the time being and it can be corrected when you are ready for them to have access.

You should now be able to see the new client within your Agency Dashboard.

2. Agency - Adding A Property 

Navigate to the Properties section and click the 'Add Property' button. Give the property a name, assign an image and then assign the relevant owner within the dropdown menu 'Who owns this property?' as displayed below: 

IMPORTANT - Please make sure you add the Owner of the Property profile within the 'Who owns this property?' section. This needs to be done when the Property is created to generate an Owner Portal and  Agency functionality such as Commission splits, Housekeepers & Reports.

If you're taking bookings for this property you must ensure that the handler is set up correctly within the property sharing slip. To do this you will need to navigate to the Properties section and select the property you have just added. Within the overview you will see an 'Edit Permissions' button, click this to update the handler as displayed below: 

You will be able to edit the sharing of your clients property and update the handler on where you would like the visits/bookings to be sent to.