Add, Link, & Archive Clients

From the SentriKey website:

• On the main menu, click My Clients.
• Click + Add Client. The new client window appears in
  the right pane.
• Enter the client details and click Create Profile.
• A window appears confirming your client has been created and added to your roster. Click Done.
  • Note: The client will receive an email to download the ClientConnect app.
• Once the client has been added, the Link/Unlink Clients and Edit Profile buttons become active. To link the client to another client, click Link/Unlink Clients.
  • Note: When you link clients together (for example a husband and wife) you can share information with both of them at the same time. All communications are linked, so everything you send to one goes to both. You can share appointment requests, property rosters, feedback requests and messages.
• Find the client you want to link and click the checkmark next to their name. Then click Next.
• A window appears asking you to confirm that you want to link these Clients. Click Confirm.
• A window appears confirming your clients are now linked. Click Done. The name of the linked Client now displays under the original client’s profile picture in the right pane.
• To edit the client profile, click Edit Profile.
• Make your edits and click Save Changes.
• To archive the client profile, click Archive Client. The client will be moved to your Archived Clients list.
  • You can also permanently delete the client profile by clicking Delete Client.

From the SentriKey RE mobile app:

• Tap the hamburger menu at the top left of the screen.
• Tap My Clients.
• Tap Client Roster.
• Tap the + in the top right corner.
• The Add Client screen appears. Enter first name, last name, email address, mobile number, client type and photo (optional). Tap Create Client Profile.
• Tap Confirm.
• A screen appears confirming your client has been added to your Active Clients roster.
  • Note: The client will receive an email to download the ClientConnect app.
• To link the client to another client, click Link Clients.
  • When you link clients together (for example a husband and wife) you can share information with both of them at the same time. All communications are linked, so everything you send to one goes to both. You can share appointment requests, property rosters, feedback requests and messages.
• Find the client that you want to link to by scrolling through the list. Tap their name.
• A screen appears for you to confirm the link. Tap Confirm.
• A screen appears confirming your clients are now linked. Tap Done.
• A link icon displays on each of the clients’ profiles.
• To edit the client profile, find the client in your client roster by scrolling through the list. Tap their name.
• Click the pencil icon in the upper right corner.
• Make your edits and tap Update Client.
• To archive the client profile, find the client in your client roster by scrolling through the list. Tap their name.
• Click the pencil icon in the upper right corner.
• Tap Archive Client. The client will be moved to your
• Archived Clients list.