Setting Up Your Account

Before you begin using Rechat, take a few minutes to set up your account and connect the services you use every day.

In this guide, you'll update your profile information, customize your email signature, connect your contacts, email and calendar, verify your MLS, and link your Instagram account to unlock the full power of Rechat.

What You'll Learn

By the end of this guide, you'll know how to:

• Complete your personal profile

• Upload your headshot

• Create an email signature

• Connect Google or Microsoft

• Connect Follow Up Boss (optional)

• Verify your MLS

• Connect Instagram

Step 1: Open Your Profile

1. Click your name in the upper-right corner.

2. Select My Profile.

Step 2: Update Your Profile

Complete the information on the Profile tab.

We recommend reviewing and updating:

• First & Last Name

• Email Address

• Phone Number

• Professional Designation

• Bio

• Website

• Social Media Links

• Headshot

Your profile information is used throughout Rechat and automatically appears on your marketing materials, presentations, and emails.

Headshot: For best results, use a square profile photo in PNG or JPG format, approximately 700 × 700 pixels.

Step 3: Set Your Time Zone

Select the time zone where you work.

Your time zone controls when scheduled emails, reminders, and Rechat Daily are delivered.

After making changes, click Update.

Step 4: Create Your Email Signature

Open the Email tab to customize the signature that's automatically included on every Simple Email you send through Rechat.

You can include:

• Your contact information

• Brokerage information

• Logos

• Images

• Links

When you're finished, click Save.

Step 5: Connect Your Accounts

Open the Integrations tab to connect the services you use every day.

These integrations unlock additional features throughout Rechat.

Connect Google or Microsoft

Connect your Google or Microsoft account to sync:

• Email

• Contacts

• Calendar

This allows Rechat to automatically keep your communication and scheduling up to date.

Learn More

Connect Follow Up Boss (Optional)

If you use Follow Up Boss as your CRM, connect your account to sync contacts into Rechat.

This integration is optional and only needed if you or your brokerage uses Follow Up Boss.

Learn More

Verify Your MLS

Connect your MLS to unlock agent features, including:

• Listing Search

• Listing Marketing

• Presentations (CMA)

• Transactions (if applicable)

To add an MLS account:

1. Click Add MLS.

2. Enter your Agent License Number, MLS ID, or NRDS ID.

3. Select your MLS.

4. Complete the verification process using your MLS email address or phone number.

Connect Instagram

Connect your Instagram account to schedule and publish social media content directly from Rechat.

To add a new account:

1. Click Connect Instagram.

2. Complete Facebook's authorization process.

Once connected, you'll be able to schedule and publish eligible marketing content directly to Instagram.

Learn how to connect your professional Instagram account and a Facebook page here.

You're Ready!

Your account is now configured and connected.

With your profile complete and your integrations in place, you're ready to start using Rechat's People Center, Marketing, Search, Transactions, and AI tools.

Need help? Let us know!