Roles That Can Invite Clients: Admin, Owner
Clients don't need to sign up to Zendo in order to work with you. They can stick to their email and send their messages from the comfort of their inbox. But if they'd like to keep a closer eye on their requests, you can easily invite them to the platform. Your choice!
To invite your clients with a link:
Go to the Clients tab, found on the far left side,
Click on the "Copy invitation link" button and share the invitation link with your clients.
To invite your clients by email:
In the Clients tab:
Click on the "Invite by email" button right next to the "Clients" heading,
A pop-up will appear. In the "Invite with email" field, write down as many emails as you need,
Click on the "Send invites" button to save.
All clients that have accepted your invitations and signed up to the workspace will show up on the clients' list.
Updated on: 07/09/2023