To invite a client to join a workspace, click on the user icon in the left menu, then select "create and invite the client" if you haven't yet created a contact, or simply "invite" if the contact already exists.
Now what happens on the client side?
They get an email like this one (The sender name is your business name)
Once they click on it they land on your client portal and are prompted to set up a password (we'll save it for 4 months so they don't have to enter it again)
When a client joins your portal, the yellow indicator will turn green and you'll receive a confirmation email.
You can check all your active/invited clients here:
