Client Discovery is an optional Planworth add-on. It must be enabled for your workspace before you can send invitations.
Use + INVITE EXISTING CLIENT when the person already has a Planworth client record and needs access to Client Discovery or selected portal services.
Before you begin
Client Discovery must be enabled for your workspace (optional add-on).
The existing client record must contain the client's email address.
Send the invitation
From the Advisor Dashboard, open Client Discovery.
Select + INVITE EXISTING CLIENT.
In Existing Client Invite, choose the client.
Select SEND INVITE.
Ask the client to open the invitation and sign in using the email address on their record.
The invitation appears in Client Invites. If Discovery intake is part of the client's path, the status remains Invited until they finish and then changes to Completed.
For a person without an existing client record, use + INVITE NEW CLIENT.
When the client completes Discovery, open the client and review the submitted information in the Evaluation before relying on it for planning. Configure the client's available portal services separately when needed.
If the client is not listed
Confirm that their email address is saved on the client record, then reopen + INVITE EXISTING CLIENT. Contact Planworth Support if the client still does not appear.