How to Invite a Client to the System
If you're looking to invite a client to use Wealthbit, it's a quick and easy process. Here's how to do it:
Navigate to your clients list. You can do this by selecting the "clients" menu item.
Search for the client you want to invite. If you can't find them, you may need to add them to your client list first.
Click the "Invite Client" link next to the client's name.
That's it! Your client will receive an email with instructions on how to access Wealthbit. If they don't receive the email, make sure to ask them to check their spam folder.
Tips for Inviting Clients
If you want to invite all of your clients at once, you can reach out to the Wealthbit team to do a bulk invite for you. Saving you time.
If your client is having trouble accessing Wealthbit after accepting the invitation, make sure they're using the correct login credentials. If they're still having trouble, reach out to Wealthbit's customer support team for assistance.
We hope this article has been helpful in showing you how to invite a client to Wealthbit. If you have any further questions or need additional support, don't hesitate to reach out to our customer support team.