Invite a client - The 2 minute guide

A client must belong to a contact group where there is at least one active staff user, otherwise, you will not be able to complete the client invitation. 

  You must be an admin user to invite clients

You can create one contact group for each client or for each relationship (husband and wife). These are like Venn Diagrams so you a client can be in several contact groups and both name and participants can be added at any time. 

Note: Only staff users that share a group with a client will be able to see each other in their contact lists and start a chat. 

If you prefer watching a video and learn everything there is to know in 25 minutes, click here. 

To invite a client:

1. As an admin user, navigate to the administration menu and click on Clients.
   
   
2. Click on the Invite a client button.
   
3. Fill in the form. A new group will be created that includes you and your invitee. This means you will be able to contact each other. If you wish to edit this group's name or members, see below. 
   
4. Click Send Invitation.
5. Your invitation will be sent. 
6. Once the client accepts their invitation, the staff users that share a group with them will be able to start chatting.

Manage contact groups during invitation:

When you invite a client, a new group will be created that includes you and your invitee. You can edit this group's members or add the client to an existing group. 

Edit the new group:

1. Fill in the new client form.
2. If you wish to edit the new group that will be created click on edit under contact groups. 
   
3. You can change the group name and its members. Remember, there must be at least one active Staff user in the group. Make any changes and click Save.
   
4. You will be redirected to the client invitation form. Click Send invitation. 

Add the client to an existing group instead:

1. 1. Fill in the new client form.
   2. If you wish to add theclient to an existing group instead of creating a new one, click on Select existing under Contact groups.
      
   3. Select which groups you wish to add the client to. 
      

Note: You can review all your pending invitations by using the filter on your client list, or by clicking on the yellow alert in your client list.