How to add and invite a client
Register the client, choose the plan and send the invitation by e-mail or WhatsApp.
- Under Clients > Active, click New student.
- Fill in the client information: full name, WhatsApp and e-mail.
- Choose the plan, the start date and the due date. If you already registered products, the due date is calculated for you.
- Check the invitation message and save.
The client receives the invitation by e-mail, with the link to activate the account. After adding, you can also send the invitation by WhatsApp or copy the invitation link.
What the client does
They open the link, create a password and log in to the app with that same e-mail.
Customize the message
In the account settings, Invite message tab, you edit the text. Use the fields {aluno}, {personal}, {marca}, {plano} and {link} to fill in the data automatically. Leave it empty to use the default text.