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How do I invite my clients to Zoee?
How do I invite my clients to Zoee?

Invite your current clients to join Zoee

Nichole Lowe avatar
Written by Nichole Lowe
Updated over a week ago

You can also invite your existing clients to the Zoee member platform and schedule new meetings directly from your Zoee account.

Inviting Clients to Zoee:

  1. To invite clients, go to Contacts in the navigation panel

  2. Click on New Contact

  3. Add the email address of the client you want to invite.

    • Manually add multiple clients by clicking Add Row.

    • Or you can easily add a .csv file containing your clients' email addresses.

  4. Click on Next

  5. Create a Custom Message for your client invitation (optional).

  6. Click Send Invite

    • Your client will receive a link where they can create an account via email.

    • You can also resend or revoke any invites you have sent by viewing Sent Invites located on the Contact page.

If you have further questions or feedback, you can contact the Zoee team by clicking the chat button next to your profile icon or drop us an email at support@zoee.com - we'd love to hear from you!

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