The video walks through the HomeZada Pro workflow for gifting a branded HomeZada subscription to a client. Starting from the Overview page, the presenter shows how to locate existing properties or create a new one via a three‑step wizard. For the demonstration, a property for "Scott Sanders" at 6832 Franklin Road is selected. The user enters the client’s name and email, chooses the "Transfer Property" option, confirms the email address, and clicks the Transfer button. HomeZada then sends the client a unique invitation email containing an "Accept My Account" link. The client follows the link, sets a username and password, and gains access to a HomeZada account that displays the agency’s branding on desktop, tablet, or mobile. Once logged in, the client can manage home inventory, maintenance calendars, improvement projects, and finances. The tutorial emphasizes the simplicity of the process and the consistent branded experience across devices.
Chapters
HomeZada Pro makes it very easy to give your client a subscription to HomeZada with your branding ad. From the overview page, click on View Properties where you'll see a list of all your current clients and properties. If you want to create a new one on the fly right now, you just go to the upper right, hit Create Property, and then walk through a 3-step wizard to create a brand new property for a brand new client. But for the sake of this demonstration, we're just going to go over here and say we want to give Scott Sanders at 6832 Franklin Road the gift. Now it's entirely up to you how much information you want to put in here. You can put in none, or you can go in and upload some photos and documents for Scott. But just go to the Details page and make sure you enter in Scott's name and email address. And then at the top, next to the drop list where it says Property Details, choose Transfer Property. Now all you have to do is confirm the email address is correct. And once you confirm that, scroll down to the bottom of the page and hit Transfer Property. This is going to send Scott a unique email that he's going to accept to accept his subscription to HomeZada. Here's the email your customer gets where all they have to do is scroll down to the bottom of the email and select Accept My Account. Now all your client has to do is enter in their own username and password. And now your client has their own HomeZada subscription with your branding ad that's displayed to them every time they log in. And now they're free to use the tool to actually manage their home inventory, home maintenance calendars, home improvement projects, and all of their home finances. Now if your client would have actually logged in via a mobile device, that same branding ad is going to be displayed to your client on their mobile device. And again, they're capable of using HomeZada either on a mobile tablet or on a desktop with your branding ad to manage all the digital home information about their house. So thanks for watching this video about how easy it is to create GIFs for your clients. Thanks.
