Clients

Using Clarityflow software with your coaching clients, and giving clients a great experience.

Invite and onboard a client or teammate

This detailed guide walks you through everything you need to know to invite a client or a team member to communicate asynchronously in Clarityflow

Understand the types of users in Clarityflow

There are two types of users in Clarityflow: team members and respondents. Learn the difference and when you should use each type.

Invite multiple clients at once with invitation batches

You can invite a large group of clients at once with Clarityflow's invitation batches. Find out more in this guide.

Create invitation templates

In Clarityflow, you can create invitation templates to set default emails and onboarding experiences for the clients you invite to Clarityflow. Find out how in this guide.

Create a multi-use invitation link

Create a multi-use invitation link to easily share a link to anything in Clarityflow with a group of people and guide them through an onboarding process. Here's how.

How to use Clarityflow with your coach

Did you just receive a Clarityflow link? Here's a quick rundown of what Clarityflow is and how to use it.

Categories

Dive into everything you can do with Clarityflow.

Troubleshooting

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