Agents registration

There are two options to register Agents: they can register themselves right on your website and admin can register them via admin area of the website.

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Option 1. Register on site


First, make sure that you created page with shortcodes [es_register], [es_prop_management], [es_login], [es_reset_pwd] and added them to the settings (Estatik>>Settings>>Account). When opening page Register, i.e. [es_register] you will get the form that you or agent must fill in to complete registration.

Once you've registered, email with Password generation link will be sent to your email box. When you click on received link, you will be offered to generate the password like it is displayed below:

Once your password is successfully created, you can go to Login page and enter your credentials to log in.

Option 2. Add Agents via admin area


Enter your website admin area, click on Add new Agent and fill the form with Agent's data.

if you can see the message like below, everything was done correctly and you will receive email about new registration as well as Agent will receive email with access credentials.

You can see new Agent in the list of your other Agents:

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Frontend management

Once logged in, an Agent can add listings.

Add listing information and click Save button. Please note that such drop-down lists like Types, Categories, Status can not be edited via frontend, but Features and Amenities can be added like displayed below:

Or you can select the one from the list:

Via frontend management agents can also add address, upload images and add video. Agents can view their listings and edit them:

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How to create agent profile

In case if you didn't use Demo Setup and the page My Profile wasn't created, please create it manually using shortcode: [es_profile] and place it to required menu. Each registered Agent will have opportunity to edit personal information from website front-end.

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How to assign listing to an agent?

Please, open any listing for editing and find Author section. Choose the required Agent as author and resave the listing. If Author section is not active on your website, enable it in WP settings.
If a listing is added by Agent from website front-end, Agent will be assigned to it as author automatically.

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How to show all listings of specific agent?

Create a page using shortcode [es_listing_agent name="agent username"], where “agent username” is username from Agent’s data.

If you need to show listings of several agents, use the shortcode [es_my_listing agent_in = "1,2,3,4,5"], where "agent_in" are agents' IDs. The Agent ID can be found in Estatik>>Agents tab.

POSTED IN BLOG July 25, 2019 0 REPLY
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