Get Started
Syncing to your SocialBAY Account
Get started using your SocialBAY by syncing your Facebook Business Page, your listings, and turning on your auto-posting/auto-advertising. Follow the instructions in this video to help you get your account synced. Having issues syncing your account? ...
Creating a Support Portal Account
? ClientBAY Support Portal: Account Creation & Ticket Management This article guides you through creating and managing your Support Portal account, which allows you to submit and track support tickets with our team from one centralized location. ? ...
Adding Zillow, Testimonial Tree and RealSatisfied Reviews to your website
⭐ Displaying Your Real Estate Reviews on Your Agent Website This guide explains how to integrate and display your latest reviews from Zillow, Testimonial Tree, and RealSatisfied on your Agent Website's About Me page. 1. Accessing Your Profile ...
Creating Quick Links
? Managing Your ClientBAY Quick Links The Quick Links feature allows you to create a personalized list of external web links that you frequently use, providing fast access directly from your ClientBAY platform. You can view both your Personal Quick ...
Agents Goals and Performace Report
? ClientBAY: Agent Goal Setting and Performance Reporting The ClientBAY platform is a powerful tool designed to help you track individual business goals and generate comprehensive Performance Reports based on your established targets. This feature ...
Image Resolution Guide
Managing Your ClientBAY Status When Out of Office
✈️ Managing Your ClientBAY Status When Out of Office When you are out of the office, ClientBAY requires you to make three key changes to ensure you don't miss notifications, and that leads are handled appropriately. Follow the steps below to manage ...
SocialBAY Overview
Start utilizing your SocialBAY Platform and promoting your listings! Complete the items below to get started: Connect to another Social Network (Instagram, Twitter, LinkedIn, Youtube) Complete your Profile and Content Signature Set up Auto Post and ...
Lead Notifications
? Setting Up Lead Notification Preferences in ClientBAY Now that your Back At You ClientBAY account is fully operational, the next crucial step is to configure how and when you receive notifications for new leads. Accessing Notification Settings ...
Complete Your Profile
? Maximizing Your Presence: Your ClientBAY Profile Setup Your new Back At You ClientBAY account serves as an all-in-one marketing hub, allowing you to seamlessly promote yourself, your listings, and generate new leads. The foundation of this system ...
Agent Support & Ongoing Training
FOR AGENT SUPPORT Need additional support with Back At You services, contact our agent support! Our support team is available Monday-Friday 7 AM to 4 PM PST. Chat in ClientBAY (Question Mark icon in the upper right hand and scroll down to the Talk to ...
Marketing Center Overview
There is so much that you can do in your Marketing Center! Try out some of these items below: Create a lead follow-up letter/email using the blank content template Set up a holiday drip campaign Create a contact/lead action plan for your buyer: Send ...
Listings Overview
Start creating your Open House flyers, scheduling, sign-in sheets, and more! Now that you know how to manage your listings, complete these items to set yourself up for success: Attach Sellers to your Listings to create Seller Portals Tell Sellers ...
CRM Overview
Start uploading your contacts in your CRM today! You can either upload contacts individually or bulk upload a list of contacts. Uploading Your Contacts to ClientBAY CRM Want to know what else you can do with your contacts/leads? Watch the video below ...
Websites Overview
Log in and start editing your websites! Don't forget to complete these 5 items: Pick your layout and edit pictures and panels Set your lead notifications Update agent biography and social media links Create a Custom Page and attach it to your Home ...