What's New?
Your Left Hand Side Navigation Menu
? Exploring the New ClientBAY Left-Hand Navigation Menu We've upgraded the left-hand side navigation menu in ClientBAY to group your most essential tools logically, making it easier than ever to manage your business. Below is a breakdown of the ...
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
? Command Attention: Creating ClientBAY Announcement Banners As an Administrator, you have a powerful tool to ensure important information reaches your users instantly: Announcement Banners. These customizable banners appear directly on the ...
Your NEW Market Watch
? Automated Expertise: Leveraging Market Watch Emails Market Watch is your ultimate tool for establishing yourself as a local market expert. This feature allows you to send scheduled, automatic emails packed with timely market statistics, real ...
How To Create An API Key From ClientBAY
? Generating Your API Token in ClientBAY API (Application Programming Interface) tokens are essential for seamlessly integrating your ClientBAY data with powerful external tools and applications, such as Zapier or other marketing platforms. Follow ...
Your ClientBAY Home Dashboard Experience
✨ Design Your Ideal Workspace: ClientBAY Dashboard Customization Your ClientBAY Home Dashboard has been designed to give you total control over the information you see when you first log in. You can choose, size, and position interactive widgets, ...
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. ...