Clients
Invite a client by email or SMS
Admins & staff
Send a client a link to fill in their own details, with a task template applied if you choose one.
Where:SidebarClientsInviteSend New Invitation
- Select Clients in the sidebar.
- Select Invite, then Send New Invitation.
- Enter an Email, a Phone number, or both.
- Choose a Template if you want the client to receive its tasks when they accept, or leave (No template). If the tasks would take you over your plan's limit on active clients when the client accepts, Hydi skips them and tells you in a notification.
- Select Send Invite.
- Hydi shows Invitation sent. Select Add another to invite someone else, or Close.
Good to know
- An email invitation needs your business email address to be verified, and a phone-only invitation needs SMS turned on with credits available.
- If you enter both, Hydi follows your business's default notification setting and uses the other channel when one is not available.
- If the email or phone matches a client you already have, Hydi stops you and shows a View existing client link, and an invitation already pending for that contact is sent again with its original template.
Related
- 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.
- Add a client manuallyEnter a client's details yourself so you can assign tasks without sending an invitation.
- 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.