You can add a client into the portal, create an account and input preliminary data for them before sending the client their invitation. When set up and ready, you can send the client an invitation to their portal.
Invitations can be sent client by client or in bulk.
To send invitations in bulk to multiple clients, see How do I perform bulk actions on the client list?
To send an invitation to a client or client group:
- Locate the client or client group in the Client list and click on their name. More information will open.
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Click ‘Send Invite’ for each client in the group OR click 'More actions'>'Send invite' to send all owners of the group an invitation.
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You have the option to attach a digital form with the invitation, or you can send the invite only. When ready, click 'Send invite'.
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In the Client's details, the ‘Send invite’ button will change to ‘Invitation sent’ to show that the action has been completed.
Your client will receive the invitation email to activate their account. Ensure the client checks their junk or spam folders if they have not received the email.
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Once the page is refreshed, the client details will display the message: ‘Waiting for member to accept invitation (invitation date sent)’ and Send invite will appear again should you need to resend the invitation.
- Once a client has set up their account, the client's details reflect their last login date.
NOTE:
1) The activation email is only valid for 30 days
2) If a client is added as a guest to an account, an automatic invitation email will be sent to them, so you don’t need to send a separate invitation.
You can track your client's portal usage activity by exporting your client list to CSV.
This will provide you with information such as activation status, last log in date, pro or starter account subscriptions and assigned staff. For more information see How do I export my client list to CSV?