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
You have the ability to create a Support Portal account where you can submit tickets to our support team and track those tickets all from one centralized location. To create your Support Portal account, visit the Help Center icon located in the upper ...
Adding Zillow, Testimonial Tree and RealSatisfied Reviews to your Profile
You are able to have your Zillow, Testimonial Tree and RealSatisfied Reviews filter through to your Agent Website for your visitors to see when they click on your About Me page. Select the My Account button in the upper right hand corner of ...
Creating Quick Links
You are able to create a list of links for places outside of ClientBAY that you find yourself utilizing for quick access. These links show up under the Link tab in the upper right hand corner of your ClientBAY system. You will also see any Quick ...
Agents Goals and Performace Report
ClientBAY is able to track your individual goals that you have set for yourself and also create a Performance Report for you based on those goals. This is a great tool to utilize if you want to be able to track your performance based on the goals you ...
Image Resolution Guide
Out Of Office Settings
If you are Out of Office and want to stop receiving notifications from ClientBAY, select the My Account button in the upper right hand corner of ClientBAY and select Profile. Select the Preferences tab along the top of the window. The very first ...
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
Now that your Back At You ClientBAY account is up and running, make sure that your lead notification preferences are set-up! Go to you account button in the upper right hand corner and then select View Profile Click on the Preferences tab Under the ...
Complete Your Profile
Your new Back At You ClientBAY account is an all-in-one place to promote yourself, while promoting your listings at the same time and receiving more leads! It all starts with your profile. We pull your profile information into your About Me section ...
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 (pink chat icon in the upper right hand) Call 1-866-200-0676 Email ...
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 ...