What are best practices for inviting clients and getting them active?

Marlon Misra
Marlon Misra
  • Updated

Foundation: Offer clients an experience that feels familiar

When clients sign up for your portal, it is important to offer them an experience that feels familiar and safe. We recommend that you: 

  1. Connect a custom domain. A custom domain will make clients feel more secure because they are now on a URL that you own. 
  2. Connect a custom email domain.They will now receive their invite and other email notifications from a known sender. Email notifications are also less likely to go to spam. 
  3. Customize your portal. Upload your your logo, set your color scheme, and add your login image. 
  4. Customize your modules. Disable modules you don't need, reorder them based on importance modules, and update their names and icons. 
  5. Set up a friendly welcome message. If you have the Messaging module enabled, new clients will receive a welcome message the first time they log in.

Inviting clients successfully

Your goal should be to make all your clients ActiveActive means that the client has successfully accepted their invite and set their password. We have some tips: 

  1. Before inviting your clients, tell them about the invite in advance, so that the email invitation they receive doesn't come as a surprise.
  2. If the client hasn't accepted their email invitation in a few days, you can click on the actions button and click on "Resend email invite". You can repeat this process as many times as you like, but we recommend to do it no more than 2 or 3 times. If the first invite wasn't accepted you may also consider reaching out the client directly and walking them through the process.
  3. If the above step doesn't work, you can also try a more hands-on approach. Click on the actions button for the client and select "Copy invite link". You can now paste this link into an email or SMS, and manually send the invite link to the client with a customized message.

Here is the full article on inviting clients. 


Letting clients self-serve sign up

If you instead want to let a user navigate to a page where they can self-serve sign up, you may consider enabling direct sign up

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