Clients
Add, invite, organise and manage your clients.
How do I…
- Onboard a clientAdd a new client yourself, or send them an invitation to fill in their own details.
- Invite a client by email or SMSSend a client a link to fill in their own details, with a task template applied if you choose one.
- Add a client manuallyEnter a client's details yourself so you can assign tasks without sending an invitation.
- Find a clientSearch your client list, or filter it to the clients who need your attention.
- See a client's tasks, documents and formsOpen a client to see their tasks, the files they uploaded and the forms they submitted.
- Edit a client's detailsChange a client's name, email, phone, notes or the staff member responsible for them.
- Send a client a reminder nowSend a client one reminder about all their outstanding tasks, without waiting for the next scheduled one.
- Choose how a client is remindedOverride your business default so a client gets reminders and other messages by email, SMS or both.
- Invite a client in personHand your phone to a client so they can enter their own number or email and get their invitation link.
- Resend or cancel an invitationSend a pending or expired client invitation again with a fresh link, or cancel one you no longer want.
- Regenerate a client's portal linkReplace a client's portal link with a new one, so the old link stops working.
- Archive or unarchive a clientHide a client you no longer work with from your list, or bring an archived client back.