Agent Action Plans are a powerful tool used to automate administrative tasks and reminders related to your brokerage staff.

The most common use case is creating an Agent Onboarding Action Plan to ensure Admin staff stay on track with all necessary steps when bringing a new agent onto the platform.

Tip: If you need to create an Action Plan first, click here.

There are two primary ways to assign an Agent Action Plan: Individually (Per Agent) or Automatically (Per Office).

🧑‍💻 Assigning an Action Plan to an Individual Agent

Use this method to manually attach an Agent Action Plan to an Agent

1. Navigate to your User Management Dashboard.

2. Select the Agent you want to assign an Action Plan to.

3. From the agent's profile screen, select the Actions Tab at the top.

4. Locate the Action Plans gauge on the right side of the screen.

5. Click the + Add button and select the specific Action Plan you wish to attach.
   

To remove a plan from an agent, simply select the Delete button next to the assigned action plan on the right side of the page.

🏢 Setting a Default Action Plan for an Office (Automatic Onboarding)

Use this method to automatically apply an Action Plan to every new agent who is associated with a specific office location.

1. Select your Settings Icon  in the upper right corner of ClientBAY.

2. Under the Company section, select Office Locations.

3. Select the specific Office that you want to set the default plan for.

4. Select the Preferences tab at the top of the screen.

5. Scroll down to the Default Action Plans section.

6. Click the spyglass for the New Agent Action Plan field. This will display all created Agent Action Plans.

7. Select the plan you want to be the default for this office.

8. Click Save in the upper right-hand corner of the page to apply the changes.
   

To remove the default and prevent the plan from automatically attaching to new agents, select the X button next to the spyglass, and be sure to click Save.