How to invite a client

This article shows the two ways of how to add your clients to the system.

1. Individually using the Add Client button

2. In bulk by uploading a list of clients via CSV

Option 1: Add a client individually

Guide - How to Add a Client 

Step 1 - From the home page, navigate the the Clients page.

Step 2 - Click on the add client button

Step 3 - Fill out the add client form with First name, Last name, Email address.

An email will then be sent to your client with a link to go through the sign up process.

 

Option 2: Upload a bulk list of clients

1. Navigate to the client page

2. Click on the import button

3. Upload your csv file of clients

This can take 24-48 hours for the system to invite all the clients from that list, if there are any issues with the list then the team will be in touch.