Benefits for you as a professional: You can easily add new clients without worrying about additional costs or limitations, ensuring that it can adapt to your evolving needs.
Benefits for your clients: Ensuring continuity of service, clients can remain engaged without disruption as your practice grows
There are two simple ways you can invite your clients to join:
Fill up their details and send clients an invitation directly from your toolkit:
Send your personalised link to your clients for self onboarding
Click here to add your clients →
Click on the "Invite Clients" tab on the left
Fill in the required details, such as client names and email addresses
Click ‘Send Invitation’
Your client will receive an email with their unique user ID and password.
All they will have to do is click on the link in the email and add their username and password to log in to their dashboard
Click on the "Invite Clients" tab on the left
Find your unique onboarding link, which you can copy
Share this link with your clients through email, messaging apps, or any other convenient method.
When your clients click the link, they will be directed to a registration page.
Once add their details and create the account, they will be redirected to their personal dashboard
Have questions? LIVE chat with us or get in touch with the team
