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Assigning Video Chat Time to tours and Clients’ Accounts

In this article, I’ll be walking you through how to assign video chat time to tours on clients’ accounts.

Click here for a comprehensive article on how to create a client account.

How To Assign Video Chat Time To Tours 

Step 1: From your dashboard, click on Team

 

Step 2: Click  on Create Client

 

Step 3: Fill in the assigned time for the client tour under Video Chat Minutes.

 

Step 4: Click Create to Assign video chat time.

How To Assign Video Chat Time To An Existing Client

Step 1: On the dashboard, click on Team

Step 2: Hover over to the section where you will choose your preferred client. Now. to the right of your preferred client, you will see the Action option.

Step 3: Click on the dropdown and a list of options will appear. At this point, select the Edit option.

Step 4: Now you can either fill in the Tour Chat time or add more chat time for an existing client in the Video Chat Minutes section.

Step 5: Once you are done making the change, hit the Save button to effect the change.

That’s it! You have successfully assigned video chat time to tours in your client’s account.

 

Updated on August 11, 2021

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