22. Manage Clients

Scanlily's Manage Clients feature allows Business subscribers to create and manage separate inventory accounts for their clients while maintaining full access through their primary business account. This powerful feature enables professional organizers, senior move managers, and other service providers to efficiently manage multiple client inventories without the complexity of juggling multiple logins.

a. Understanding Client Accounts

Client accounts are individual Scanlily accounts that you create and manage on behalf of your clients. Each client account:

Functions as a separate, Free-level Scanlily account with its own inventory
Is accessible by both you (the professional) and your client
Keeps client data completely separate from your own business inventory
Remains with the client as their own account after your engagement ends

The feature is included with Business subscriptions at no additional cost, with no limit on the number of client accounts you can create.

b. Who Uses Client Accounts

This feature is particularly valuable for professionals who manage inventories on behalf of others:

Professional Organizers and Senior Move Managers
Create detailed inventories of client possessions for organizing, downsizing, or moving projects. Clients can access their inventory during and after your engagement.

Property Managers
Maintain separate inventories for multiple rental properties, allowing property owners to view their specific property contents while you manage multiple properties from one account.

Estate Attorneys
Catalog assets for estate planning or probate proceedings, providing heirs or executors with access to detailed inventory records.

Insurance Adjusters
Document client possessions for insurance claims, giving policyholders direct access to their inventory for claim documentation.

Small Business Consultants
Help multiple businesses track their assets and equipment, with each business maintaining access to their own inventory data.

c. Creating a Client Account

To create a new client account, you must be logged into the User Website as a Business subscriber:

Log in to the User Website at https://www.scanlily.com
Click on your profile icon in the upper right corner
Select "Manage Clients" from the dropdown menu

On the Client Accounts page, click "Create new client account"
Enter your client's information:

First Name
Last Name
Email address

Click "REGISTER" to create the account

You will receive an email with the client's temporary login credentials. This email contains:

The client's email address
A temporary password that should be changed upon first login
Instructions for accessing Scanlily

You can forward this email to your client so they can access their account independently. However, as the professional, you'll typically access their account through your subscription selector rather than logging in as them directly.

d. Accessing Client Accounts on the Web

Once you've created client accounts, you can easily switch between them on the User Website:

Look for the dropdown menu next to your profile name in the upper right
Click the dropdown to see all available accounts:

Your primary business account
All client accounts you've created

Select the client account you want to work with
The interface will switch to show that client's inventory
You can now add items, create containers, and manage inventory as if you were logged into that account

To return to your own account or switch to another client, simply use the same dropdown menu.

e. Accessing Client Accounts on Mobile

To access client accounts from the Scanlily mobile app:

Log out of your current account (Settings → Log Out)
Log back in with your credentials
You'll see a Subscription Login screen listing all available accounts:

Your business account
All associated client accounts

Select the client account you want to access
The app will load with that client's inventory

Important: Remember to log out and switch back to your own account when you're finished working with a client's inventory. This prevents accidentally adding items to the wrong account.

f. Managing Client Inventories

When working in a client account, you have full access to all Scanlily features:

Add items using AI image recognition or QR codes
Create and organize containers
Set up locations and addresses specific to the client
Generate reports for the client
Manage categories and item types

All data remains completely separate between accounts. Items added to a client account will never appear in your business inventory or other client accounts.

g. Ending a Client Engagement

One of the key benefits of the Manage Clients feature is the smooth transition when your professional engagement ends:

Client Retains Access: The client keeps their account with all their inventory data intact
Account Independence: The account becomes a standalone free Scanlily account
Upgrade Options: Clients can upgrade to Pro or Business subscriptions if they need additional features
Your Access: You can disconnect from the client account when the engagement ends, removing it from your account selector

This ensures clients maintain ownership of their inventory data while you can cleanly separate completed projects from active ones.

h. Best Practices

Create client accounts at the beginning of each engagement
Use descriptive names that help you identify clients easily
Encourage clients to log in and familiarize themselves with their inventory
Document any special instructions or categories you've created for the client
Ensure clients know how to access their account before ending the engagement

22. Manage Clients