How To Invite a Client to Use Your Scheduling System

After selecting the "Client" tab in the scheduling system, select the "Client Lookup" option.

Select the client you want to invite by entering the client's name, primary e-mail address, or telephone number in the search field, or by finding the client in the list. Once you have found the client, click "View Details" button for the appropriate client name.

In the Client Details section, click on the "Send Invitation" link to send an automated email to the client with information about using the system. If the client has not yet initialized their password, a link to initialize their password will be included in the e-mail. This will allow them to easily set their password to access the online booking software.