Invite Clients in Batches (& more invitation improvements)

Brian Casel September 15, 2023

A few quick (but big!) updates today!

  • We've launched the ability to create and send invitations in batches, so that you can onboard many clients all in one go.

  • This brings the ability to apply a template email to all of those client invitations.

  • Plus, now you can track status and when each invitation has been sent.

  • We've also streamlined the interface for initiating new invitations—from anywhere—in Clarityflow: Inviting to a conversation, enrolling in a Program, inviting to join a Space, etc.

  • You can also now easily pull any existing client by typing their name or email to invite them to a conversation (or anything) in Clarityflow.

About Brian Casel

Product designer and founder of Clarityflow. Writer and entrepreneur who coaches fellow entrepreneurs on starting and sustaining businesses in software and services.

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