Clients
Onboard a client
Admins & staff
Add a new client yourself, or send them an invitation to fill in their own details.
Where:SidebarOnboard Client
- Select Onboard Client in the sidebar.
- Select Add manually to enter the details yourself, or Send invitation to let the client fill them in.
- Fill in the form.
- For Add manually, enter a First Name and an Email. The other fields are optional.
- For Send invitation, enter an Email, a Phone number, or both.
- For an invitation, choose a Template if you want the client to receive its tasks when they accept. 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 Add Client or Send Invite.
Good to know
- Adding a client manually does not send them anything, and Hydi refuses an email that is already in use.
- An email invitation needs your business email address to be verified, and a phone-only invitation needs SMS turned on with credits available.
- If an invitation matches a client you already have, Hydi stops you and shows a View existing client link, and an invitation already pending is sent again with its original template.
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.
- Add a client manuallyEnter a client's details yourself so you can assign tasks without sending an invitation.
- Assign a taskCreate a task for one client, then send it to them or keep it as a draft.
- Create a templateSave a reusable set of tasks that you can assign to any client.