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.

Brian Casel

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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