ClickSabi Pro
Contacts & Messages
Inviting a customer to connect
How the invitation works and what happens when it is accepted.
Send the invitation
Invite from the contact record or when you create the contact. The contact moves from Unclaimed to Invited.
The customer accepts from their own account
They connect by accepting the invitation from their own ClickSabi Personal account. You never sign in for them and no account is created on their behalf.
After they connect
The relationship becomes Connected, then Active once work is under way. Shared project information, proposals and payment requests appear in their account.
Reminders
Invitation expiry, the reply-to address and weekly reminders for uninvited customers are set under Branding, Customer Portal.
Related articles
- Contacts & MessagesHow customers and providers stay connectedWhat a connected relationship is and what each side can see.
- Branding & Customer PortalCustomer Portal settingsDecide what homeowners see and how invitations behave.
- TroubleshootingAccess and workspace problemsSign-in, workspace access and invitation issues.
- Contacts & MessagesAdding a contactCreate a contact record, avoid duplicates, and optionally invite.
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