How to Re-invite a Client
If a client didn't receive their welcome email or needs you to resend their account access, you can do it in just a few steps from their profile.
- Go to Contacts.
- Search and open the client's profile.
- Click the three dots below the client's name.
- Select Re-send invitation.
The client will receive a new email with access to their account.
Note: if the client can't find the email, ask them to check their spam or promotions folder.
