Clients
Invite a client in person
Admins & staff
Hand your phone to a client so they can enter their own number or email and get their invitation link.
Where:SidebarClientsInviteIn-Person Invite
- On your phone, go to Clients in the sidebar.
- Select Invite, then In-Person Invite.
- Hand your phone to the client. They enter their mobile number and select Send Link.
- The screen shows Thank You once the link is sent. If the client is already registered, it says so instead.
- Wait a moment, then select Invite another for the next client.
- When you are finished, touch and hold the lock icon in the top right corner until you return to Clients.
Good to know
- In-Person Invite only appears on a phone-sized screen, and a larger screen shows a message that it is designed for mobile.
- The client is asked for a mobile number when SMS is turned on with credits available, for an email address when only your business email is verified, and otherwise the screen shows Not available.
- This screen has no template option, so use Send New Invitation if the client needs tasks.
Related
- 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.
- Resend or cancel an invitationSend a pending or expired client invitation again with a fresh link, or cancel one you no longer want.