First time: the invite link
- 1Open the client's profile and copy their invite link, or send it with Send invite on WhatsApp.
- 2The client opens the link, sets a password and lands in their portal. Invite links are single-use: once the client has joined, the link stops working.
- 3Copying the link again before they join renews it, so a link you already sent keeps working.
After they've joined: the portal link
On a joined client's profile, Copy portal link gives a permanent personal link. Clients can bookmark it; it opens their login with their details filled in, or goes straight to their dashboard if they're already signed in.
What clients see
Clients see their sessions and can book one, message you, submit check-ins, track progress, view shared files, pay your invoices from Payments and read your public profile under Know your coach. They only ever see their own data.
Under Settings, clients can also turn on phone notifications so they see new messages from you straight away.