How do I invite a client?

This article contains a short explanation to help you invite a new client to your system

1. Click on _clients_

FAQ Inviting client

 

2. Click on _ New client_

FAQ Inviting client 2
3. Fill in the clients first name
4. Fill in the clients last name
5. Fill in the clients e-mail address and phone number (optional)
6. Click on _invite_

FAQ inviting client 37. Your invited client is instantly added to your client list.

Your client will receive an email to register for an account to make their own bookings. Even if they do not register for an account, you can still use their account to create bookings for them

When you invite a client with an email address that already exists within the ProAgenda.com system, the existing client account will be added to your client list. You will get a warning with the actual name of the account the email is registered with