Create clients one at a time

Overview

The simplest way to add a client is to create them on the Clients page. After you create a client, you can invite them immediately or choose to delay inviting them. If you delay inviting them, the client will be in a Not invited status, which can be helpful if you first want to set up the client profile and take actions like upload files, assign forms, etc. While a client is in Not invited status, they will not receive any email notifications.

Create a client

1. Navigate to the Clients page.

2. Click on New client and then Create client.

3. Enter the client’s information. Companies (if enabled) are optional.

4. Click on Create.

Invite a client

1. After you create a client, if you have magic links enabled, you’ll see the share magic link modal. Here you can take one of three actions:

   1. To share the invite link with a client manually, click Copy magic link.

   2. To send an email invite, click on Email magic link.

   3. To delay inviting the client, click on Close. You can invite the client later from the Clients page. 

2. If you do not have magic links enabled, you will see the invite modal. Here you can take one of three actions:

   1. To share the invite link with a client manually, copy the invite link and close the modal.

   2. To send an email invite, click on Send email invite.

   3. To delay inviting the client, click on Close. You can invite the client later from the Clients page.