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Inviting Clients

Every invite you send stays in Pending Invites until it is accepted, so you always know who to follow up with.

How to use it

1. Click Invite Client from My Clients or Pending Invites.
2. Choose Email for a single personal invite, Paste to bulk-invite a list, Upload for a CSV, or Share Link for a permanent branded signup URL.
3. Anyone who signs up through your Share Link is connected to you automatically.
4. Check Pending Invites to follow up on anything not yet accepted.