Help Center
Clients & companies
41 step-by-step guides for clients & companies.
Send a message to a client
Reach a client with a one-off email and in-app message straight from their company page, without opening a request. See where the tab lives, who the message is signed from, and when it still sends.
Client statuses and how they joined
Read the Clients list tabs (Active, Pending, Suspended, Archived), the coloured status chip on every card, and the Self-registered, Admin-created and Imported labels that show how each person joined.
Suspend or restore a client's login
Block a person's sign-in from the Clients list, read the impact check before you confirm, and re-enable them later. Explains how blocking a login differs from suspending a single company.
Why an import row was skipped or errored
Read the Will create, Skip and Error chips in the import preview, understand why each row was flagged (missing name, bad email, a duplicate or an existing company), and fix the rows that will not import.
Send welcome invites after an import
After a quiet bulk import, send every new client their welcome email and login link in one batch, and understand which clients are included and which are skipped.