Caseta knowledge base
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Find step-by-step guides for every part of Caseta, from listings and CRM to your website and account.
58 guides · 12 categories
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Start with the area you are working in. Each category collects the relevant guides.
Getting started
Accounts, sign-in, invitations and first setup
Open categoryDashboard & navigation
The dashboard, menus, search, activity and notifications
Open categoryListings
Property records, photos, publishing, locations and feeds
Open categoryWebsite & CMS
Pages, posts, media, menus, design and domains
Open categoryCRM
Enquiries, contacts, pipeline, tasks, viewings and reports
Open categoryMarketing
Email campaigns, subscribers, social media and portal feeds
Open categorySEO
Search visibility, site health and structured data
Open categoryAI tools
Assistant, voice assistant and AI providers
Open categoryTeam & permissions
Members, roles, access grants and organisation switching
Open categoryAccount & settings
Profile, appearance, security, organisation, plan and templates
Open categorySupport
In-app support conversations and AI answers
Open categoryTroubleshooting
Sign-in, publishing, media, integrations and access
Open categoryStart here
Featured guides
New to Caseta? These guides are a good place to begin.
Creating Your Caseta Account
How to request or create a Caseta account, confirm your email address and reach your dashboard for the first time.
Read guideCreating and Setting Up Your Organisation
How to name your agency, choose its Caseta web address, add a logo and manage the organisation profile.
Read guideYour First Steps in Caseta
A practical setup path for a new agency: branding, website, listings, enquiries, team, AI and integrations.
Read guideUsing the Dashboard
How the Caseta dashboard works: the ask box, quick actions, statistics, recent activity and reorderable widgets.
Read guideNavigating Workspaces, Search and Notifications
How the Caseta sidebar, workspace switcher, command bar, notification bell and announcements fit together.
Read guideOverview of the Listings Workspace
How the listings dashboard, list, search, filters and bulk actions work in Caseta.
Read guideCatalogue
All guides
58 articles across 12 categories.
Creating Your Caseta Account
How to request or create a Caseta account, confirm your email address and reach your dashboard for the first time.
Signing In and Out
How to sign in to Caseta with a password, passkey or two-step code, reach the right page afterwards, and sign out safely.
Recovering Your Password
How to request a Caseta password-reset link and choose a new password, including what to do when the link does not arrive.
Accepting a Team Invitation
How to join an agency in Caseta from an invitation link, whether you already have an account or need a new one.
Creating and Setting Up Your Organisation
How to name your agency, choose its Caseta web address, add a logo and manage the organisation profile.
Your First Steps in Caseta
A practical setup path for a new agency: branding, website, listings, enquiries, team, AI and integrations.
Using the Dashboard
How the Caseta dashboard works: the ask box, quick actions, statistics, recent activity and reorderable widgets.
Navigating Workspaces, Search and Notifications
How the Caseta sidebar, workspace switcher, command bar, notification bell and announcements fit together.
Viewing the Activity Feed
How to read, filter and search the organisation-wide activity trail in Caseta.
Overview of the Listings Workspace
How the listings dashboard, list, search, filters and bulk actions work in Caseta.
Creating a Listing
How to start a property record in Caseta with a title, listing type, reference, location and price.
Editing a Listing
A complete reference to the Caseta listing editor: the header, 12 tabs, fields, badges, buyer matching and saving.
Managing Property Photos
How to upload, order, choose and remove listing photos and floor plans in Caseta.
Publishing a Listing
How to publish, schedule, unpublish and archive a listing, and how to create announcement drafts and property sheets.
Locations, Property Types, Feeds and Property Sheets
A reference for the supporting listings tools: locations, property types and features, portal feed import, and printable property sheets.
Using Lettings
Track applicants, tenancies, documents, signatures, rent and deposits for the properties your agency lets.
Overview of the Website Workspace
How Caseta's website workspace fits together: pages, posts, media, menus, design, domains and settings.
Creating Pages and Blog Posts
How to create, publish, schedule, unpublish and archive website pages and blog posts in Caseta.
Using the Page and Post Editor
A reference to Caseta's content editor: blocks, SEO, featured images, reference links, AI drafts and translations.
Managing Categories, Tags and Menus
How to organise blog posts with categories and tags and build the website's header and footer menus.
Using the Media Library
How to upload, find and reuse website images and PDFs, and how to choose stock photos.
Configuring Redirects, Robots, LLMs and Legal Pages
How to control old links, search indexing, AI discovery files and the site's legal policies.
Designing Your Site, Connecting a Domain and Website Settings
How to use the design studio, connect a custom domain and configure publishing, identity, contact, languages and SEO defaults.
Overview of the CRM Workspace
How the Caseta CRM fits together: enquiries, contacts, pipeline, tasks, viewings, follow-ups, segments, collaborations, commissions and reports.
Managing Enquiries
How to read, filter, reply to and close website and portal enquiries in Caseta.
Managing Contacts and Duplicates
How to add, find, edit, archive and merge contacts, record buyer requirements and read the contact timeline.
Using the Pipeline and Deals
How to create deals, move them through stages, mark them lost or won and reopen them in Caseta.
Managing Tasks and Viewings
How to create, complete, snooze and reassign tasks, and how to book and record property viewings.
Using Follow-ups
How Caseta drafts check-ins for quiet contacts and how to review, edit, approve, send, snooze or skip them.
Creating Segments and Managing Lead Sources
How to save reusable contact segments and manage, rotate and attribute lead sources.
Sharing Collaborations and Tracking Commissions
How to offer properties to partner agencies with scoped links, record registrations, and manage expected, invoiced and paid commission lines.
CRM Reports and Settings
How to read the CRM reports and configure pipeline stages, commission defaults, follow-up rules and CRM access.
Overview of the Marketing Workspace
How Caseta's marketing tools fit together: email campaigns, subscribers, social media and portal feeds.
Creating Email Campaigns
How to create, preview, test, send and schedule an email campaign, and how to read its results.
Managing Newsletter Subscribers
How website newsletter signups become consented contacts, how to handle unsubscribes and how to export the list.
Using the Social Calendar and Posts
How to plan, write, schedule, approve and mark Facebook and Instagram posts in Caseta.
Automating Social Posts with Rules and Topics
How to use recurring social rules and reusable topics to fill the calendar, including property selection and approvals.
Creating Portal Feeds
How to create keyed XML exports of published properties for portals, developers and partner agencies.
How to Configure Social Settings
How to set social time zone, approval policy, brand tone, languages, tracking and compliance options.
Viewing Social Analytics
How to record and review reach, engagement, clicks and leads for social posts, and use best-time guidance.
How to Connect Facebook and Instagram
What to prepare and what Caseta asks for when connecting Facebook and Instagram for social posting.
Using the SEO Dashboard and Tools
A reference to Caseta's SEO checks: site audit, page health, page speed, Search Console, page optimiser, rankings, structured data and sitemap.
Improving Search Visibility
A practical checklist for making an agency site easier to find, based on Caseta's SEO tools.
Using the AI Assistant
How to ask the Caseta assistant about listings, enquiries, contacts and the agency, and how approvals and memory work.
AI Assistant Tool Guide: What You Can Ask and What Needs Approval
A complete guide to the Caseta AI assistant tools, grouped by job, with example prompts, approval rules and plan availability.
Configuring AI Providers
How to connect an AI provider, test it, choose a default model and set per-module models in Caseta.
Using AI Content Tools
Where AI drafting appears in Caseta and how to review generated listing copy, pages, posts, translations, follow-ups and campaign text.
Managing Team Members and Roles
How to invite people, change roles, resend or cancel invitations, remove members and leave an organisation.
Configuring Member Access and Switching Organisations
How access areas, presets and read-only mode work, and how to switch between agencies in Caseta.
Managing Your Profile and Appearance
How to change your name, email, photo and the app's theme, accent colour and density.
Managing Account Security
How to change your password, enable two-factor authentication, add passkeys, review sessions and read security activity.
Managing Your Organisation and Plan
How to edit the agency's name, web address and logo, understand plan limits, upgrade and manage a subscription.
Plans, Prices and Limits
Caseta's Free, Solo and Team plans: live prices, included modules, limits, AI request allowances and what happens at a limit.
Configuring Integrations, Templates and the Audit Log
How to test connected services, edit transactional email wording and email design, customise property sheets, and review the audit log.
Contacting Caseta Support
How to start a support conversation in the app, add screenshots, understand AI answers and follow up.
Troubleshooting Sign-in Problems
What to check when you cannot sign in, verify your email, complete two-factor authentication or restore a session.
Troubleshooting Publishing and Media
Why a page, post or listing is not visible, why a scheduled publish did not run, and why an image or PDF upload failed.
Troubleshooting Integrations and Missing Features
Why a connected service, AI action or menu item is unavailable, and how plan modules and access grants change what you can see.