How do I invite a client to sign in?

Adding a client and inviting them to sign in are two separate steps.

How do I add a client?

1.Go to Clients in the sidebar

2.Select New client

3.Add their name, email, and an optional label

4.Select Add client

How do I invite them to sign in?

Once added with an email address, their status shows as Invited until they sign in. If they need it resent, open their row menu and select Resend invitation.

You can also create a client profile without an email if you are managing everything yourself and they do not need their own sign-in.

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