Client journey & private space
A digital dashboard for your relocation, housing, schools and banking visits.
Beyond checklists and emails, RelocateSwiss clients receive a private, structured client journey where key steps, visits and documents are grouped in one place.
- • Timeline view of your arrival, housing, schooling, banking and departure steps
- • Housing shortlist with status, notes and planned visits
- • Daily itineraries for school and bank visits with addresses and map links
- • Secure document area for permits, lease drafts and key confirmations
The demo shows an example family journey. In real life, your profile is configured manually by our team and only accessible to you.
Demo — Client journey
Read-only exampleJourney timeline
Arrival – in progressHousing – visits plannedSchools – shortlistBanking – meetings booked
Housing shortlist (example)
3.5 rooms – Eaux-VivesVisit planned
4.5 rooms – Chêne-BourgShortlisted
School & bank visit day
- 09:00 – School A (Right bank) – visit with admissions
- 11:00 – School B (Vaud) – campus tour
- 14:30 – Private bank meeting – Geneva centre
Each stop includes address, city and optional map link.
Shared documents
- • Permit application draft.pdf
- • Lease – Rue du Rhône 12.docx
- • School registrations overview.xlsx
Your real profile is private and configured only for confirmed clients.