How to: Onboard a Client
Gopi
Last Update 2 年前
- Go to the "Clients" tab and click the "+ New Client" button.
- Enter the First name, Last name and email address of the Client.
- Click the "Send invite" button to send an invite link to your Client's email address.
- Your Client will be invited to create an account. If they can't find this automated email, it should be in their promotions/spam folder.
- Once they create an account, you can find their account under the Clients tab.