Clarityflow gives you several ways to bring clients and teammates into your account. They all use the same onboarding flow — password, profile, welcome message, then a destination you choose — what changes is how you get people in.Use this page to pick the right option. The guides below have full setup instructions.
Quick chooserI know who I am inviting (one person) → Single invitationI have a list of emails (cohort, waitlist, up to 30 at a time) → Invitation batchI want one link anyone can use (website, newsletter, course page) → Multi-use invitation linkI want the same email and onboarding every time (set once, reuse) → Invitation templatesI want people to reach out to me (no invite email — they submit first) → Intake pageNote: Templates are not a separate invite method — they set defaults for single invites and batches.Compare the optionsSingle inviteInvitation batchMulti-use linkInvitation templatesIntake pageBest forOne named personMany emails at onceOpen enrollment / shared linkConsistent invite defaultsInbound messages from anyoneYou need emails upfront?Yes (one)Yes (many)NoN/ANoYou send an invite?YesYesOptional (link only)N/ANo — they visit your pageFull onboarding flow?YesYesYesSets defaults for invitesNo — they submit a message (optional sign-up prompt)Creates a conversation?After onboardingAfter onboardingAfter onboardingN/AYes, when they submitCommon scenariosStarting a 1:1 with one client Use a single invitation from the conversation (Participants → Add people). They get their own email and link, and you can record a custom welcome just for them.Kicking off a group program with clients you already have emails for Use an invitation batch — set one destination and onboarding flow for the group, then send all at once or one by one.Free course or lead magnet — "click here to join" Use a multi-use link: one URL on your site or email. Each person who clicks goes through onboarding and enrolls on their own, without you sending individual invites.You send the same welcome email and video to every new client Set up an invitation template (for example, Conversation type) as your default, then use single invites or batches. The template fills in the email and onboarding automatically — you can still edit before sending.Adding a VA or co-coach to your account Use a single invitation and choose Team member instead of Guest. Team members can manage your account; guests are for clients and external people only."Apply here" or "Send me a video question" on your website Use an intake page: share the link or embed the form on your site. Each submission starts a new conversation in your account. Submitters do not see each other's messages, and you can prompt them to enter their name and email or allow anonymous posts.You invited someone and want them to land on a form-style page An intake page can also be the destination after someone completes a single, batch, or multi-use invitation — useful when you want them to submit something specific right after onboarding.Guest vs team memberGuest — clients, students, external contacts. Unlimited guests; they only access what you invite them to.Team member — staff, partners, VAs. Count toward your plan; they can create and manage content in your account.Note: Intake page submitters are not team members — they become contacts and conversation participants when they send a message.Not sure you picked the right option? That's okay — you can always change how you bring in future clients without affecting people who are already in your account. And if your needs change (say, you start with single invites and later want to open enrollment to anyone), the other modes are always available when you need them.
