Inviting and onboarding a client
You'll learn
Invite a new client to Innowell
NoteInviting a client is the first step in onboarding. Through the invitation, they can set up their Innowell account, enter their demographic details, and complete their initial questionnaire before their first appointment. This gives you and the client a shared picture of how they're doing from the start.
Send an invitation
Use the Invite Individual button (top-right of the Individuals tab) to invite a new client.
Invite clients in a few clicks so they can complete onboarding before their first session, giving you a shared picture of their needs from the start.