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ShoeBox CRM

Berkshire Hathaway HomeServices

Client Portal Setup Guide

Give your clients 24/7 access to their real estate journey

Setup takes 5-10 minutes per client. They'll get a professional, branded experience.
Step 1: Invite Client as User

First, invite your client to create an account

  1. Go to Admin Tools → User Management
  2. Click 'Invite User'
  3. Enter their email address
  4. Set role to 'User' (not admin)
  5. They'll receive an email to set up their account
Step 2: Create Contact Record

Create or link their contact profile

Critical
  1. Go to Contacts page
  2. Click 'Add New Contact'
  3. Enter their information
  4. ⚠️ CRITICAL: Use the SAME email as their login
  5. Add budget, preferences, timeline, etc.
  6. Save the contact
Step 3: Share Properties

Add properties they're interested in

  1. Go to Properties page
  2. Find properties matching their criteria
  3. Click on a property
  4. Scroll to 'Interested Contacts' section
  5. Add your client and set interest level
  6. Add notes about why you think it's a good fit
Step 4: Upload Documents

Share contracts, disclosures, and other documents

  1. Go to the Contact's profile page
  2. Scroll to 'Associated Documents' section
  3. Click 'Upload' and select files
  4. Choose document category (contract, disclosure, etc.)
  5. Client can view these in their portal
Step 5: Create Transaction (Optional)

Track active deals and progress

  1. Go to Transactions page
  2. Click 'Add Transaction'
  3. Link to the property and client
  4. Set transaction type (purchase/listing)
  5. Update status as deal progresses
  6. Client sees progress bar in their portal
What Your Clients Will See

Transaction Progress

Visual progress tracker showing deal stages

Saved Properties

Properties you've shared with notes about each one

Documents

Contracts, disclosures, and reports to review

Upcoming Appointments

Scheduled showings and meetings

Agent Contact

Quick access to your contact information

💡 Pro Tips

Email Match is Critical: The client's login email MUST match their Contact email exactly

Add Value: Include personalized notes on properties explaining why they're a good fit

Keep Updated: Regularly update transaction progress and upload new documents

Test It: Create a test contact with your own email to see what clients experience

Need Help?

Contact support if you have questions about setting up client portal access