Clients & Pets
Invite a client to their portal
Inviting a client gives them access to their portal, where they can request bookings, message you, pay invoices, and see report cards. You can invite a new client or send an invite to one you added earlier.
The short version
- From your clients, invite the client by email.
- They get an email with a Create your account link.
- Once they accept, "Invited" becomes an active account.
On your phone
- A new client: on the Clients tab, tap + Add Client, enter their name and email, and tap Send Invitation.
- A client you added earlier: in your client list, tap their Invited badge to resend the invite. You can also send invites in bulk from the Migration Center.
On the web
- A new client: on Clients & Pets, click Invite Client, enter name and email, and click Send Invite.
- A client you added earlier: open their profile - while they're Invited, you'll see Resend and Revoke. Bulk invites live in the Import (Migration Center) area.
What your client gets
An email titled "{Business} invited you to join them on Chester" with a Create your account button. Accepting takes them to a join page that sets up their account and flips them from "Invited" to active.
Good to know
- "Invited" means the record exists but they haven't joined yet. Resend if they missed the email.
- Revoke is on the web only - on your phone you can resend, but revoking an invite is done from the website.
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