Client - Can't Live Without Them

It is so important to organise & keep control of Clients within your organisation, & Snoofa gives you the tools to do that. Be it Adding, Finding, Editing, Defining or Registering, etc, etc. Snoofa makes it as easy as possible to do so.

MAIN NAVIGATION > Clients

Clients

How-To Add & Find

The Clients area within Snoofa has loosely, 3 sections. Adding, Finding & Action! Let's get started with hitting the Add New Client button. This brings up a form allowing Admins to once filled in, Create & Add a Client. There are just 2 absolutely required fields to Create a New Client, First & Last name. Although unless a Clients, has no Email, box is ticked, Email is also a required field.

But to be truly useful, more information is needed. A Phone Number, the Clients Roles (Vendor, Buyer, Introducer), Default Values for charging them, e.g., Commission & Liability. The Billing Address, & if needed a Shipping Address also. 

IDEA: If trying to find a Client & they are not appearing check the filter settings, especially Status > Pending, tick it then press Filter

When wanting to find a particular Client on Snoofa, the Filter is your friend. If it is not visible, click Show Filter. The Filter will help you to search for Clients of different kinds, e.g., those with specific Roles or Certification. Or find an exact Client, using the various tools, like the Search field where you can enter part or all of a name.

Add New Client

How-To Action

At the end to the left of the Clients Datagrid, is the Action column. Clicking on the symbol at the end of a Clients row will take you to the Registration page, for registering a Client for an Auction.

NOTE: If a Client has required information missing, clicking the Action symbol will instead notify you & ask you supply the missing information

Registering a Client for an Auction is a matter of choosing which Auction, what bidding Type they intend to use, e.g., Room, Absentee, Phone or Online. Then last but not least, a Paddle Number. 

On the subject of bidding Type, Room is for those who will be bidding in the room - during live sales. Absentee for those leaving bids for coming live sales. Phone for those wishing to bid over the phone for live sales, & finally Online for those placing bids online.

INFO: Usually Clients will register themselves for Auctions, via the Client-Zone

Registration

How-To Edit Clients

There will be times when you need to make edits to a Client. To do this find the Client as discussed above. Once you are within a Clients Detail page, you will find you can edit their name, address, leave notes on the Client for yourself or colleagues, Suspend their account, view/add their Valuation Appointments, etc, etc, etc. 

Client Detail Page

More How-To Guides

Dashboard - Where It Starts

The Dashboard is where it starts on Snoofa, both when you first login & when you go to a specific Auction within it. It gives you an overview, the main Dashboard of all your statistics, & an Auction specific one related to that specific Auction, doing the same. See more here: Dashboard - Where it Starts