You have the choice to manually invite your users or use our excel templates or a bit of both. Please refer to our guide for more details available here. Below is a summary of the options we will discuss.
Articles in this section
- How do I invite a client?
- I'm a SJP practice, how do I get Qwil?
- I cannot create an invitation. Why?
- Can I have a spreadsheet with the status of all users? (CSV download of users)
- How do contact groups work? (relationship between users & groups)
- Can I create the users and not send the invitation?
- I entered an incorrect email / phone number in an invitation. What should I do?
- What are the options to load up users?
- Can I import all my clients in one go?
- I've invited a staff as a client (or vice versa) - Can I change their role?