Help center
Setup guides and how-tos.
Short, focused articles for the questions we hear most. Each one shows the actual screens you'll see in the product.
9 articles across 6 categories. Can't find what you need? Contact us.
Clients and invitations
Clients and invitations
How magic-link client access works
What clients see when they receive a magic-link invite, how the session lifecycle works, and how to reissue links if a client loses access.
How to import an existing client list
Bulk-import clients from a CSV, send invites in batch, and handle the common edge cases (duplicate emails, custom fields, partial imports).
How to onboard a client
The per-client checklist that takes a new client from 'just signed' to 'fully active in the portal' in under fifteen minutes.
What to do when a client can't get back into their portal
The three ways a client loses access to their portal and exactly how to get them back in. Covers expired sessions, consumed magic-links, and lost emails.