Inviting Clients

Bring your clients and prospects to our solution by sending a personalised invitation.

Gavin Stanley avatar
Written by Gavin Stanley
Updated over a week ago

With Our solution you can invite your clients through personalised invitations that will impress them from day one!ย 

Follow these steps and you'll have an amazing client list in very few minutes:
1. Access your main page and click on "add client"

2. Add your clients' details:

You can choose to create without inviting the client at the moment of creation, which allows you to prepare the household with information you already have or, invite the client right away to the system and let them add the information on the client side.
Now you just have to wait for the client's response and acceptance of the Client Agreement to start delivering incredible advice!

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