Add clients

There are a few ways to add clients. You can create them yourself, send them an invitation email or link, or let them register through the sign-up page of your client portal when it is turned on. All of this is done from Clients.

Add the client and send the invitation

1. Open Clients and select Add client.
2. Enter the client's name and email address. Only these two fields are required. The email address is the client's login.
3. Fill in the rest of the client's information as needed: position, phone number, company, billing details.
4. Optionally, prepare the client portal before you invite the client: create requests, upload files, draft a quote, set up a dashboard or an onboarding card for them. See Do things on a client's behalf.
5. Open the client's profile and use View as client to check what they will see. See View the portal as a client.
6. Invite the client: send them the invitation email, or share the invitation link with them yourself.

The client cannot access the portal until you invite them

When you invite a client, they receive an email, set a password and are taken to the client portal.

The email uses your logo from Settings › Brand › Identity and your footer from the Emails tab. The sign-up and login pages use the look you set in Settings › Brand › Sign-up & login. See Put your logo, favicon and app icon in place and Set up the sign-up and login pages.

Client account status

A client account has one of three statuses:

• Not invited — the account exists but the invitation email has not been sent. The client does not know the account exists.
• Invited — the invitation was sent and the client has not signed in.
• Active — the client has signed in. Last active then shows when they last used their account.

The ⋯ menu on a client's row has Send verification email and Copy verification link, along with Create team, Edit client profile, View as client and Delete account.

To get notified when a client activates their account, turn on the Client joined event in Settings › Workspace › Notifications.

A client with an unconfirmed email address gets only the invitation

Until the client's email address is confirmed, they receive no email notifications from Zendo. An icon next to the client's name, in the clients list and on their profile, shows whether the address is confirmed. You do not have to wait for the client. Open their profile and copy the verification link: open it in your own browser to confirm the address for them, or send the link to the client yourself.

Clients can also create an account themselves

A client can sign up on your sign-up page, if Workspace access in Settings › Workspace › General allows it. A client who buys from your Front Desk or from a service's own link creates an account during checkout. See Let clients sign up by themselves and Sell with a direct link, without the Front Desk.

Invite many clients with one link

If many people should join at once, for example everyone on a course or at a client's company, create an invitation link instead of adding each client by hand:

1. Open Clients and go to the Invitation links tab.
2. Select New link and give it a Name.
3. Choose how long it stays open in Open for, and optionally set a Sign-up limit.
4. Select Create link, then copy the link and send it.

Each person who opens the link creates their own client account. The tab shows how many people have Joined with each link, and Revoke closes a link before it expires.

An invitation sent by email is valid for 30 days. After that, send a new one from the client's profile.

Related

• Let clients sign up by themselves
• Put clients into a team
• Do things on a client's behalf
• View the portal as a client
• A client did not get an email

Updated on: 09/11/2026