Customers

Use Customers to store client contact details. You can reuse customers when creating orders.

View your customer list

Click Customers in the left sidebar to open your customer list. When a realtor signs up on your Fotello booking page, a new customer profile is automatically created and added to your customer list.

Each row shows a Status:

• Active — The customer has signed in to their portal.
• Inactive — The customer has not signed in yet.

Use the actions on the right of each row to edit, invite, or archive a customer.

Open a customer

Click a customer's name to open their detail page. This page is the hub for everything tied to that customer.

The header shows a quick summary:

• Revenue — Total amount paid by the customer.
• Outstanding — Amount still owed. This appears in red when overdue.
• Orders — Number of orders placed.
• Customer since — Date the customer was added.
• Source — Where the customer profile originated: Website, Order Form, Customer Portal, Migrated, or Added Manually.
• Terms & Privacy — The customer's terms and privacy status.

From the header, you can also:

• Click New order to start a booking with the customer selected.
• Click Send reminder to email a payment reminder for unpaid invoices.
• Use More actions (⋯) to email, archive, or unarchive the customer.

The detail page has these tabs:

• Details — Contact and billing details. Edit them here.
• Listings — Listings tied to the customer, with status and creation date.
• Orders — Orders with status, amount, and creation date.
• Invoices — Invoices with status, amount, and due date.
• Teams — Customer teams the customer belongs to.

Each row in Listings, Orders, and Invoices has an Open action.

Invite a customer to their portal

Give customers access to their own portal. They can view listings, orders, and invoices. They can also pay invoices there.

Use a one-time sign-in link instead of asking them to set a password. From the actions on the right of a customer's row, choose:

• Email magic link — Sends an invitation email with a one-time sign-in link.
• Copy magic link — Copies the link for direct sharing, such as over chat.

Anyone with a magic link can sign in as that customer. Only share it with them.

After the customer's first sign-in, their customer-list status changes to Active.

Customers can also sign in through your branded portal with their email and password. The magic link provides a faster password-free option. See Customer Dashboard.

Reassigning a listing to a different customer

Move a listing when it belongs to the wrong customer profile.

1. Open the listing.
2. Click the ⋯ menu next to Deliver.
3. Select Manage Customers.
4. Click Change Lead Customer.
5. Search for and select the correct customer.

This does not edit a customer's contact details. Use it to move the listing to another customer profile.

You cannot edit a customer profile's email after creation.

To correct an email address, reassign the listing to the correct customer profile.

Add/Edit a customer

1

Add a new customer

Click the Add button on the top-right of the customers page to create a new customer entry.

2

Edit an existing customer

Click on the customer's name or the edit icon on the right of the customer's row to open up customer details.

3

Update customer details

Enter the customer’s details.

You can also add a License Number (for example, a DRE#). When set, it appears in the contact section of the customer's branded property websites.

For invoicing, you can also add:

• Billing address
• Tax ID (optional)

Customer details are automatically synced to the branded property website, making it easy for prospective home buyers to get in touch with the listing agents. Detailed customer data allows for a more personalized browsing experience for every visitor. To see how your customer's details show up on the website, go to Property Websites.

4

Save

Click Save to create a new customer profile. Once saved, your customer's profile should look like this:

Import customers from a CSV file

Have a list of clients in a spreadsheet or exported from another platform? Add them all at once instead of entering each one by hand.

1

Open the importer

On the Customers page, click Import CSV from the actions at the top right.

2

Download the template

Click Download template to get a ready-made CSV. It has a column for every detail you can import — name, email, phone, company, job title, license number, tax ID, and billing address.

3

Fill in your customers

Add one customer per row. Email is required on every row; everything else is optional. You can import up to 500 customers at a time.

4

Upload and review

Choose your file. Fotello shows a preview of every row marked ready or skipped, so you can catch problems before anything is added. Rows without a valid email — or that match a customer you already have — are skipped for you.

5

Import

Click Import to add the ready rows. When it finishes, you'll see how many customers were imported, and they appear in your list right away.

Customer Team Brand Kit

Use a customer team's Brand Kit to manage its logos.

Go to Customers → Teams → Brand Kit. These logos are available as watermarks in the photo editor for listings assigned to that customer.

Pro tip: If you need help migrating customers from another platform, message our support team on chat. They can help import your list so you can start delivering from Fotello right away for free.