Use this article to see what invited clients can access in Perchwell, invite clients as you add a contact, send or resend an invitation from a contact's profile, invite clients during a bulk upload, and invite multiple contacts at once.
What invited clients can access in Perchwell
Invited clients get a client portal, their own Perchwell account where you collaborate on their home search.
Invited clients can:
Search for listings
View listings and reports you share with them
Chat with you in Messages
Invited clients cannot:
View agent-only listing details
Message other clients
Message other agents
See listing agent information
View listing documents that are not marked Public
View internal notes or brokerage-specific data
Accept Your Agent's Perchwell Invitation walks clients through accepting the invitation and creating a password.
Invite a client when you add a new contact
Invite a client to Perchwell as you add them on the Contacts page. To include a personal message, create the contact first, then invite them from their profile. A saved invitation email template is added automatically when Invite to Perchwell is on.
Steps:
Click Add New in the upper right of the Contacts page
Enter the contact's first name, last name, and email address
Turn on Invite to Perchwell
Click Create
The contact receives an invitation email. Their Status on the My Contacts tab changes to Invite sent.
Invite a contact or resend an invitation from their profile
Invite a contact to Perchwell, or resend an invitation a client cannot find, from the contact's profile on the Contacts page. If the client already accepted and cannot sign in, ask them to click Forgot Password on the login page instead.
Tip: Ask the client to check their Promotions, Spam, or Junk folders before you resend. The email comes from Perchwell, with the subject You've been invited to join Perchwell.
Steps:
Click the contact's name on the My Contacts tab
Under Account status, click Invite contact to Perchwell, or Reinvite contact to Perchwell if the contact was already invited
Enter a message for the client
Click Send Invite
The contact receives an invitation email.
Message Clients in Perchwell explains how to invite a contact while you share listings with them.
Invite clients during a bulk upload
Invite multiple clients to Perchwell as you bulk upload them from a CSV (comma-separated values) file on the Contacts page. Leave the invitation toggle off to add contacts now and invite each one later from their profile.
Steps:
Click Upload in the upper right of the Contacts page
Drag your completed CSV file into the upload area, or click Browse or drag and drop
Turn on invitations
Click Next
Review the import summary
Click Next
Each contact in the file receives an invitation email.
Bulk Upload Contacts from a CSV File explains how to fill in the CSV template and fix import errors.
Invite multiple contacts at once
Invite up to 100 contacts at once from the Actions menu on the Contacts page. Select each contact, click Actions, then select Invite to Perchwell. A message is required, and every selected contact receives the same message, so invite a client from their profile when you want to write to them personally. Contacts Page Overview covers the other options in the Actions menu.
Things to Know
Important: After you invite a contact to Perchwell, the contact's first name, last name, email, and phone number are locked. To change a locked field, contact Perchwell Support.
Perchwell sends each invitation to the contact's email address, which means the client accepts it from that inbox.
Invitation emails come from no-reply@perchwell.com with your name as the sender, and replies go to you.