How to Find and Add Ideal Communities for a Client

When you're ready to find and add ideal communities for a client, you'll want to follow these steps:

1) Navigate to the Find Ideal Communities tab

1. Navigate to the Clients module
2. Select the Client you want to find communities for
3. Click the Find Ideal Communities tab

2) Filter Community listing (optional)

If you need to filter the communities listing (by type, location, price, etc.), you can do so using the filter options. See this article to learn more!

3) Click Add as a potential match for any community possibilities

For any communities you'd like to consider for that client, simply click Add as a potential match to add that community to the Community Options tab.

If you decide that community is no longer ideal for that client, simply click Potential match to remove it from the Community Options tab.

Have more questions? Feel free to reach out to us at support@seniorplace.io!