Support Center

Previewing a Valet Stream before you send out the Invitation

Last Updated: Jun 30, 2017 08:47AM PDT

You’ve asked, and we’ve delivered!  You can now preview your Valet stream before you send the invitation out to your clients!

 

 

Here’s how it works:

 

 

1)  Create a stream as you normally would.

 

 

 

 

 

 

 

2)  Choose Valet and then fill in the fields on the overlay, and click Next.

 

 

 

 

 

 

 

 

 

 

 

 

3)  Fill in your chosen criteria, and then click Preview.

 

 

 

 

 

 

 

 

 

4)  You can now preview the stream as it will be presented to your client.  If you’re not completely satisfied with it, you can then click Edit Criteria and make further adjustments.

 

 

 

 

 

 

 

 

 

 

 

5)  Once you’ve made further adjustments, preview the stream once more.  If you’re satisfied with the outcome, click on Invite Client to send the stream invitation.

 

 

 

 

 

 

 

 

 

 

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