In Harbiz, you have several options to add your clients. Below, we’ll explain how to start inviting them:
1. Add New Client
Go to the Clients section in your Harbiz platform.
Click the + Add new client button.
Select your preferred method to add the client.
Choose invitation type
Invite via Email
Your client will receive an email invitation to register and complete their personal details.
You can decide whether the registration should be linked to a paid plan you’ve already created under Business > Products.
Generate Invitation Link
Harbiz automatically creates a link you can copy and share with your clients via email, WhatsApp, or any social network. This option is perfect for mass sharing - your clients can fill out their personal and health information themselves.
You can also decide if the registration will be linked to a paid plan you’ve previously set up in the Business section.
🚨 Important: If you select a tag, any automations linked to that tag may be triggered. However, if you also assign a paid plan, the payment automations will take priority over the tag automations.
Register Manually
Manually create your client’s profile without linking a paid plan. This option is ideal when you already have all their information.
You can also choose whether your client will have access to the app:
With app access: The client will immediately receive an email invitation to download the app and log in using their credentials.
Without app access: The client won’t receive any communication or notification upon registration. You can grant access later from their Information section in their profile.
This is ideal for building your client database, preparing their plans before inviting them to the app, or managing clients who won’t use the app but whose plans you still want to organize.