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Add the Client and Invite Them

In this article you will understand how to invite your client to Perchwell and also understand their views on the platform.

Add a contact and invite them to Perchwell

Add a new client from the Contacts page with just the basics, send them an invitation, then go straight to your search and share a listing with them through messages. Start to finish in a couple of minutes.


See exactly what your client sees

Before you send anything, look at it from their side. This walks through the real email that lands in their inbox, how the listings look when they open them on desktop and in the app, and how their saved search appears. Your name and contact stay front and center on every client-facing page, so questions come back to you. Clients can react to what you share, and inviting them keeps the whole conversation in one place.

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