Invite a Client

Send invite links and explain the flow to clients.

Install & Onboard

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Why Invites Matter

Inviting clients is the first step to connecting them to your HomeHunter dashboard. Once they accept, you can see their browsing history and favorites — but only after they complete registration. Registration ensures the client has agreed to the privacy policy and allows data to be shared with you.


How to Send an Invite

  • Open your Dashboard.
  • Click Invite a Client.
  • Enter the client’s name and email.
  • (Optional) Add a personal note to increase adoption.
  • Click Send Invite.

You can also generate a shareable invite link to send directly through text or another channel.


Real-Time Invite Statuses

After sending, you’ll see live updates for each invite:

  • Invite not sent → Contact exists in your list but no invite has gone out.
  • Invite sent → Email has been delivered.
  • Invite opened → The client opened your email.
  • Link clicked → They clicked through to the Chrome Store.
  • Extension downloaded → The extension was installed on their browser.
  • Contact verified → The client registered, accepted the privacy policy, and is now fully linked to your dashboard.

Why This Matters for Agents

  • You’ll know exactly where each client is in the process without guessing.
  • Until Contact verified, you won’t see browsing or favorites in your dashboard.
  • A quick follow-up can nudge clients from “Invite opened” to “Extension downloaded” or “Contact verified.”

Agent Tip

👉 Treat “Contact verified” as your finish line for invites. That’s the moment your dashboard starts showing real value.


Takeaways:

  • Invites create the link between you and your client.
  • Real-time statuses let you track every step of onboarding.
  • Registration is essential — without it, you won’t see client activity.