If you receive this error, it means that a client with the same email address already exists in movebutler.
Instead of creating a new client, you should add the existing client to the transaction.
- From your Dashboard, navigate to Property Audit.
- Click the transaction address you want to add the client to.
- From the Transaction Overview page, click Add New Client.
- In the Find Existing Client... search box, search for the client's email address or name.
- Select the client from the search results.
- Check that the client's contact details are up to date, then continue with the onboarding process as normal.
If you cannot find the client in the search results, they may already have been added to the transaction. A client can only be added once to the same transaction.
Please Note: Client records are shared across all branches within your agency. This means that if a client has previously been onboarded by another branch, they will appear as an existing client. The same applies to franchise agencies where multiple franchise branches operate under the same agency account.