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How to Resend a Confirmation Email to the Client or Agent
How to Resend a Confirmation Email to the Client or Agent

Keywords: resend confirmation, client didn't receive confirmation, resend agreement, resend payment link, resend to client, resend to agent

Support Team avatar
Written by Support Team
Updated over a week ago

If a client or agent didn't receive the initial email with a link to the inspection, you can easily resend it to them! This can be done in two ways; either by using the resend option in the PEOPLE box or by using the Share Details button.
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Resending the Confirmation Email

In this section, we'll show you how to use the "Resend Confirmation Email" option for clients and agents.

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Click on the inspection to open the Inspection Details page

  2. Click the 3 dots to the right of the client's or agent's name

  3. Click "Resend Confirmation Email"

  4. Be sure to keep the "Inspection Details" button in the client confirmation email, as this is the link to the Client Portal

  5. Click "Send Email"

❇️ Pro-tip: If you're an Advanced user and utilizing Actions, you'll need to manually trigger the confirmation email via Inspection Actions.



Using the Share Details Button

By using the Share Details button, you can share the link to the client portal with anyone.

πŸ”΄ Note: Using the "Share Details" button will send the link to the client portal. This link will contain everything the client is able to see for the inspection - the invoice, agreements, and the final report.

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Click on the inspection to open the Inspection Details page

  2. Click "Share Details" in the Emails box

  3. Enter the recipient's email in the "To" field

  4. If the recipient needs access to the Client Portal, be sure to keep the "Inspection Details" button in the email body

    1. If they do not need access to the Portal, be sure to remove the button from the email before sending

  5. Click "Send Email"
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Frequently Asked Questions



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