In Harbiz, you have several options to add your clients. Below, we’ll explain how to start inviting them:
.Add a new client
Add a new client
Go to the Clients section on the platform.
Click the + Add New Client button.
Select your preferred method to add the client.
Choose invitation type
Through a shared link
We’ll automatically generate a link you can copy and share with your clients via email, WhatsApp, or any social network. This option is perfect when you need the client to provide their personal and clinical details.
Add client without inviting them to the app
The client won’t receive any communication or notification upon registration, but you can grant them app access later. This is ideal if you want to build a client database without giving them immediate access to the app, yet still manage their planning.
Send invitation without payment plan
The client will receive an email invitation to register with their personal information, without any payment involved. This is useful for trial clients or those you don’t want to charge through a subscription plan, but instead handle via external payments.
Send invitation with assigned payment plan
The client will receive an email invitation to register with their personal information, without any payment involved. This is useful for trial clients or those you don’t want to charge through a subscription plan, but instead handle via external payments.
Send invitation with assigned payment plan
The client will receive an email invitation to register with their personal information, without any payment involved. This is useful for trial clients or those you don’t want to charge through a subscription plan, but instead handle via external payments.
How to invite via Harbiz Payments:
Go to the subscription plans or one-time product section.
Click the three dots next to the chosen plan or product.
Click Show Link to obtain the URL.
