How to Invite a Client to Your WellyBox Account?
Inviting clients to your WellyBox account is a simple process. Follow these steps to get started:
Open Settings: Click on "Settings & Integration" in the left side menu of your dashboard.
Invite Team Members: Select "Invite team members." If it's your first time, you'll see an "Invite" button in the center and a "+" button at the top right.
Choose to Invite a Client: Click on the "+" button, then select "Client" from the options.
Enter Client Details: A popup will ask for the client's name and email address.
Send the Invitation: After filling in the details, click the "Invite" button.
Confirmation: A notification will pop up, letting you know that an email has been sent to the client and you'll be notified once they accept.
Your client will receive an email to join WellyBox.
Once the client accepts, you'll see their information under "Team members" with their name, email, role, and status.
The number of clients you can invite may be limited by your subscription plan. Check your plan details to know how many clients you're allowed to add.
You can add new clients or remove existing ones from the "Team members" page according to your subscription plan limits.
Steps to Invite a Client:
Open Settings: Click on "Settings & Integration" in the left side menu of your dashboard.
Invite Team Members: Select "Invite team members." If it's your first time, you'll see an "Invite" button in the center and a "+" button at the top right.
Choose to Invite a Client: Click on the "+" button, then select "Client" from the options.
Enter Client Details: A popup will ask for the client's name and email address.
Send the Invitation: After filling in the details, click the "Invite" button.
Confirmation: A notification will pop up, letting you know that an email has been sent to the client and you'll be notified once they accept.
After Inviting a Client:
Your client will receive an email to join WellyBox.
Once the client accepts, you'll see their information under "Team members" with their name, email, role, and status.
Subscription Plan Limitations:
The number of clients you can invite may be limited by your subscription plan. Check your plan details to know how many clients you're allowed to add.
Managing Clients:
You can add new clients or remove existing ones from the "Team members" page according to your subscription plan limits.
Updated on: 29/11/2023
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