Step 1: View client list or add a contact

View Contact list

Your full contact list is located on the Contacts page. You can navigate to this page by clicking on Contacts in the top navigation bar.

Add contacts

Your contacts may have already been imported from your previous platform. If a contact is missing, you can add them manually.

Steps:

Click Contacts in the navigation.
Click Add New Contact.
Enter the required information.
To invite the client to the platform, toggle on the invite option and include the default email template.
Click Save.

💡 Tip: If you have a large list to add at once, use the bulk upload option on the Contacts page.

Steps 2: Inviting Clients to Perchwell

Inviting a Client who is already on your Contact List

Before you can share saved searches, your client needs an account. Use this workflow to send them an invitation.

Steps:

Click Contacts in the navigation.
Locate the client you want to invite and click their name.
On their details page, find Account Status and select Reinvite Client.
Go to Messages and start a new message to the client. Include a message template to help them get started.

💡Tip: Create a reusable message template to save time when inviting multiple clients. You can find the template setup on the Email Templates page. Check out our article on creating email templates to learn more.

Step 3: Sharing Saved Searches with Clients

Once a client has accepted their invitation and created a password, you can share saved searches with them. Shared searches appear in their client portal.

Steps:

From Search, click on Saved Searches
Click the Settings icon.
Go to the Contacts section and add the client.
Toggle on Allow added contacts to see and edit this search.

💡Tip: Contacts you add will be able to see search results. They cannot save changes to searches you’ve shared.

Step 4: Saved Search Alerts and Messaging Clients

Keep your client informed by setting up alerts so they are notified when new listings match the search criteria.

Steps:

Click the Settings icon on the saved search.
Under Notifications, select an alert frequency.
Under Recipients, choose whether to send alerts to yourself, your client, or both.
Click Update.

Alert frequency options:

Immediately: Receive an email as soon as a new listing matches the search.
Mornings: Receive an email in the morning of your time zone.
Nights: Receive an email in the evening of your time zone.
Mornings and Nights: Receive emails in both delivery windows.

💡 Tip: Review the Set Up Email Alerts for Saved Searches article for a full walkthrough of alert settings and recipient options.

Step 5: Message clients and share listings

You can communicate with clients directly through Messages. This keeps all listing conversations in one place.

Share listings from anywhere in the platform:

Search page: Select multiple listings from search results to share in bulk.
Listing detail page: Share a listing directly from the listing page using the action menu.
Tags page: Share individual listings or an entire tag collection.

Once a listing is shared, clients can react directly in Messages: