What's New?
Your Left Hand Side Navigation Menu
Your left hand side navigation menu in ClientBAY has had some upgrades! Let's break it down! Dashboard - clicking this will take you to your ClientBAY Home Dashboard. You can learn more about how to customize your Home Dashboard by clicking here ...
What is the difference between Market Watch and Property Watch?
Property Watch vs. Market Watch Emails Both are valuable tools for a real estate agent, these two types of automated emails serve distinct purposes. Understanding their differences helps you provide the right information to the right client at the ...
Accessing Your Contact and Leads Through Zapier
You are now able to access your ClientBAY contacts and leads through Zapier. You can create new contacts in ClientBAY from other Zapier-connected apps, or send your ClientBAY contacts to other platforms using Zapier. Step 1: Create a Zapier Account. ...
ADMIN: Dashboard Announcement Banners
As Admin, you have the ability to create Announcement Banners to appear on the ClientBAY Home Dashboard for some, or all, of your users. To create a Announcement Banner: Click your Settings icon in the upper right hand corner. Select Announcement ...
Your NEW Market Watch
Market Watch allows you to send scheduled, automatic emails to your contacts and leads with market statistics, trends in Real Estate, and more on areas that you customize for them! Where does your Market Watch Data Come From? Our Market Watch feature ...
How To Create An API Key From ClientBAY
If you need to generate an API key in ClientBAY, you can do so by following these simple steps: In ClientBAY, select your Account Button in the upper right hand corner. From the slide out, select the API Tokens link under the Options section. This ...
Your NEW Home Dashboard Experience
Your ClientBAY Home Dashboard has been redesigned to give you more control over the features and information that you want displayed to you when you first login to ClientBAY. You now can choose which interactive widgets you want to see as well as ...
Transaction Override Agent
This feature can be used to add a secondary agent onto each transaction to which the primary agent is added, so when one agent is added, then the secondary agent gets added and automatically assigned a percentage to the income based on the setup. The ...
Access Groups - NEW Settings for Transactions
New Settings for Transactions in your Access Groups You all asked and we are delivering! Many of you have asked for finer control over what can be seen within Transactions as well as what administrative functions your staff has access to. The new ...
How to turn on or off Beta Functions in ClientBAY
If you would like to turn any of our Beta functions in ClientBAY on or off, please follow the below instructions. 1. Click on Lightening Bolt in the Upper Right Corner. 2. Find the Beta Experience you wish to turn on or off. 3. Slide the button to on ...
BAYNumber Opt In Information
You are able to easily send out SMS Messages from the ClientBAY system using BAY Number to your contacts and leads. Once you have a BAY Number to use through ClientBAY, we are required to provide business information in order to maintain A2P 10DLC ...
Your NEW ClientBAY CRM
Your ClientBAY CRM just had a MAJOR upgrade! What is new and improved?! Read below to find out! YOUR NEW CRM DASHBOARD We know that your relationship with your contacts and leads is key to your success! And it starts with a functioning CRM Dashboard. ...