How to SEND an Invitation to a CLIENT

  • From the Clients Page click Add Client.
  • Select if your client is and individual or a Company.
  • Fill out the Point of Contact or Company's information. If they are in the system they will show up. If they are not in the system your invite will show in their email account.
  • Click Add.

 

 

  

How to SEND an Invitation to a COACH

  • From your Coaches page click Add Coach.
  • Select if your Coach is an Internal Coach or an Independent Coach.
  • Fill out the user's information and if they are in the system they will show up. If they are not in the system your invite will show in their email account.
  • Click Add.

 

   
 

How to SEND an Invitation to a VENDOR

  • From your Vendors page click Add Vendor.
  • Choose External Vendor.
  • Fill out the Company's name and Point of Contact. If they are in the system they will show up. If they are not in the system your invite will show in their email account.

 

 
 

How to RESEND an Invitation to a Client, Coach, or Vendor

  • From either your Coach, Client or Vendors tab and select the three dots next to the user or Company account.
  • Click Resend Invitation.

 

Helpful Hint: Links to create passwords expire after 24 hours. You can re-send invitations once every 24 hours.

To learn more about managing contacts click here.

 
 

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