Not all clients are the same which means they aren't all going to like the same site design. If you have a client that likes a particular site design to be used for all of their property sites, you can set this as a default. When this default is set, that particular site design will be automatically chosen for all of their new property sites. This will save both you and your client the time and trouble of making this change every single time.
How to set a default site design
Click the steps below for a detailed walk-through:
Step 1: Click the Clients tab
Step 2: Search for the client
Step 3: Click the client name
Step 4: Click the Client Detail tab
Step 5: Scroll to Default Design & Flyer section
Step 6: Choose desired site design
Step 7: Click "Save Updates"
Step-by-step:
Step 1: Click on the Clients tab at the top of the page.
Step 2: Search for the client that you would like to set a default design for.
Step 3: Click on the clients name to go to the Client Summary page.
Step 4: Click the Client Detail tab on the let-hand side.
Step 5: Scroll down to the Default Design & Flyer section.
Step 6: In the Default Site Design drop-down menu, select your clients desired site design.
Step 7: Click the "Save Updates" button. The selected site design will now be your clients default design for all new property sites.
For any additional questions, our Support team is ready to help you!
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