Inviting a client to PracticeSpace is easy! All you need is their full name and email address.
1. First, click on "Clients" in the left menu to go to your client list
2. Click on the "Add Client" button
3. Fill in the name, and email fields
4. Select any Forms or Documents you want to share with them in the "Onboarding Assistant"
5. When you are ready to invite the client, click on "Invite Client"
SUCCESS! You've invited a client to your Practice!
5. The client will receive an email invitation to set up their PracticeSpace account, which looks like
6. The client will now be listed in your client list as Invited.
7. Once your client accepts the invitation to set up their account, the "Last Login" date will show you when they last accessed PracticeSpace
