How to Log Client Communication

This article shows users how to use the “Add Client Communication” button. This allows them to track when and how they contacted a renter or landlord client.  

To create a client communication log, complete the following steps

  1. Access the Rental Beast Main Dashboard and click the “Clients” tab.
  2. Depending on the client type, click either “Renter Clients List” or the “Landlord Client List” tab. 
    Selecting a Renter or Landlord on Client Tab.png
  3. Locate the client you would like to log a communication with and click on their name. 
  4. In the “Client Activity” section, click the “+Add Client Communication” to start a client communication log. 
    A user on the 'client' tab highlighting the '+Add Client Communication' button
  5. Enter the details for your communication in the generated popup and click the “Submit” button to save it.
  6. Logged client communications are viewable in the “Client Activity” section in a client’s profile. 
    A user on the 'client' tab highlighting logged client email and phone call records

Frequently Asked Questions

Can I edit or delete a logged communication note?

Yes. To edit a log, click the “Pencil and Paper” icon. To delete a log, click on the “Trash Can” icon.

A user on the 'client' tab highlighting the 'pencil and paper' edit button icon and the 'trash can' delete button icon

Do I have to log client communication?

No. However, we strongly encourage real estate professionals to log all client communication. This makes it easier to follow up with a client when there is a lull in communication.

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