Want to make it easier for clients to get started? You can turn on self-signup, so clients can create their own workspace.
Clients can sign up directly—no email invite needed.
A new workspace is auto-created using your default template.
The workspace name is pulled from their company name, or full name if signing up as an individual.
It’s a seamless way to scale client onboarding, especially for services with a high volume of clients.
How to Turn On Self-Signup
Head to Settings > General settings / Domain
Toggle on "Allow clients to signup without being invited"
That’s it! A Sign up button appears on your client portal login page.
Tip: Use a branded domain (like clients.yourcompany.com) for a more polished first impression. Learn how to set up a custom domain →
Want to Turn It Off?
Just head back to Settings > General settings / Domain and toggle off "Allow clients to signup without being invited."
Still have questions? We’re here to help—just send us a message at [email protected] 😊