Sent an invite to your client, but they didn't get it? Head over to your "Clients" dashboard and click the three buttons to the right of your clients name to resend their invite!
When to Resend Invitations
Client didn't receive the original welcome email
Welcome email went to spam/junk folder
Client accidentally deleted the email
Email was sent to wrong address (after correction)
Client needs fresh setup instructions
Resending an Invitation
Step 1: Navigate to Your Client List
Go to the "Clients" section from main navigation
Locate the client who needs a new invitation
Look for clients who haven't completed account setup
Step 2: Access Client Options
Find the client in your list
Click the three-dot menu to the right of the client's name
View available client management options
Step 3: Resend the Invitation
Select "Resend Invite" from the dropdown menu
System sends a fresh welcome email to the client's address
Client receives new email with:
CoachRx app download instructions
Account setup link
Your custom intake form
Step 4: Confirm with Client
Notify your client that a new email is coming
Ask them to check spam/junk folders if not in inbox
Verify email address is correct in their profile
Set expectation - Email typically arrives within 5-10 minutes
If "Resend Invite" Option Is Not Available
This means your client has already accepted their invitation.
Why the Option Disappears
Client has already created their CoachRx account
They completed the initial account setup process
Their account is active in the system
Invitation is no longer pending
Solution: Use Forgot Password Instead
If your client can't log in but has already accepted the invitation:
Direct client to the CoachRx login screen
Have them click "Forgot Password"
Client enters their email address
Password reset email is sent
Client creates new password and logs in
Troubleshooting Invitation Issues
Client Says They Never Received Email
Check these common issues:
Verify email address:
Go to client profile
Confirm email is spelled correctly
Check for typos or extra spaces
Update if incorrect and resend
Check spam/junk folders:
Ask client to search spam folder for "CoachRx"
Mark CoachRx emails as "not spam"
Add CoachRx to safe sender list
Email provider issues:
Some providers block automated emails
Corporate email systems may have strict filters
School or institutional emails may block
Try alternative personal email address
Wait time:
Allow 5-10 minutes for delivery
Check during business hours
Avoid resending multiple times immediately
Client Can't Access Account After Invitation
Diagnostic steps:
Confirm invitation acceptance:
Check if "Resend Invite" option is still available
If not available, account is created
Guide client to use "Forgot Password"
Verify app installation:
Ensure client downloaded CoachRx app
Confirm they're using updated version
Try uninstalling and reinstalling
Check account status:
Ensure client isn't archived
Verify account is active
Confirm they're using correct email address to log in
When to Contact Support
Contact CoachRx support if:
Multiple resend attempts fail
Client reports technical errors during setup
Email address is correct but invitations never arrive
Client completed setup but can't log in
FAQ
Q: How many times can I resend an invitation?
A: You can resend invitations as many times as needed before the client accepts. Once accepted, the option disappears.
Q: What if I need to change the client's email address?
A: Edit the email address in the client profile first, then resend the invitation to the new address.
Q: Why would "Resend Invite" not appear for a new client?
A: If you added the client very recently, wait a few minutes for the system to fully process. If still not appearing, the client may have already accepted during that time.