What your clients see
See the page a client uses to join
Admins & staff
See what a client fills in after opening an invitation, and what they see if it has expired.
Where:SidebarClientsInvite
- Look: the page shows your logo and brand colour with a welcome to your business name.
- Name: First name and Last name are required.
- Email and phone: whatever the invitation was sent to is shown but cannot be changed. If you invited them by text, they must enter an Email. If you invited them by email, they can add a Phone number, which is optional.
- Next: they select Proceed. Hydi adds them as a client, applies the template if you chose one and it is still available, and opens their portal.
- Your side: you get an invitation accepted notification, and the client appears under Clients.
- Already used: opening an accepted invitation shows Already onboarded and takes them to their portal.
- Expired: Invitation expired, with a request to contact your business for a new one.
- Cancelled: Invitation no longer valid.
Good to know
- Hydi refuses an email address that already belongs to one of your clients, and tells the client to use a different one or contact you.
- Hydi still adds the client but skips the template's tasks if the template was archived or deleted, or if they would take you over your plan's limit on active clients.
- To give a client a fresh link, resend or cancel the invitation.
Related
- See what a client receives when you invite themSee the invitation email or text a client gets, so you know what to tell them to expect.
- Resend or cancel an invitationSend a pending or expired client invitation again with a fresh link, or cancel one you no longer want.
- See what a client sees in their portalFind out what a client sees when they open their private link, so you can answer their questions.