How do I add a welcome message when inviting a client?

When connecting with clients, personal touches make all the difference. That’s why we’ve included the option for writing a welcome message to new clients. When your clients feel welcome and appreciated, you’re on your way to a positive, lasting relationship. Follow the steps below to get started:

Step-by-Step Guide:

Step 1: Add a new client.

From the “Clients” tab of your Dashboard, click on the “Add New Client” button in the upper right corner of the screen.

Step 2: Write a welcome message.

After clicking the “Add New Client” button, a pop-up window asking for the client’s information will appear. Fill in the appropriate sections. Then, write a welcome message before clicking “Invite Client.” Remember that the message has a limited number of characters, so plan your words accordingly.

Step 3: Send the message.

When you have finished entering the client’s information and writing a welcome message, click the “Invite Client” button at the bottom of the screen. The message will be automatically emailed to the new client. 

That’s it! Feel free to get as creative as you like in your messages. Your clients will appreciate the effort.