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Step 14 of 36

See what a client said yes to, and who saw their door codes

Each client's page shows their texts, calls, marketing emails, photo reports and review sharing, and, for you, who saw how to get into their home.

Clientsa clientPrivacy and consent Open Clients

Know where you stand with each client at a glance: what they said yes or no to, and who saw their door code and when.

  1. 1

    Open the client

    In the menu, tap Clients and open the client. Scroll to Privacy and consent.

  2. 2

    Read their yes and no

    Each line says Yes, No or None: Texts (their Yes, text me tick, or STOP), Calls from Irene, Marketing emails (an unsubscribe, and for a Canadian business how long their consent lasts), Photo reports and Sharing their reviews.

  3. 3

    See who saw their door codes

    Under Who saw their door codes, each line says who saw how to get in, a partner or a team login, where they saw it and when.

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