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Invite a Client (Invite Code, Link & QR)

Send a new client their invite so they can join.

Getting here: you invite a client as the last step of adding them. Add a client from Clients (the +); once you've entered their details and chosen a starting program, you reach the Client Added screen. See Assign a Base Program to a New Client for the full add flow.

Share the invite

On the Client Added screen you're given everything needed to get the client in. The client also receives an email invite automatically. To send it yourself, you can use:

  • the Invite Code (e.g. YPEZX8Y4);

  • a share link (URL); or

  • the QR code for them to scan.

  1. Tap Copy Link to copy the invite, or Share to send it via your phone's share options (message, email, etc.).

[ Screenshot: the Client Added screen (invite code, link & QR) ]

Cancel an invite

  1. Tap Revoke Invitation to cancel an invite you've sent, then Done to close.

Tracking the invite

Until the client accepts, they appear as Invited in your All clients list (see All Clients & Inviting a Client). Once they accept, they become a full client.

Related Articles

  • Assign a Base Program to a New Client

  • All Clients & Inviting a Client

  • Clients: Overview