Before you start
Client Discovery is turned on and you've accepted the terms.
You have the client's email address. A new client needs a first name and last name too.
Pick an invite
Situation | Use |
The person isn't in Planworth yet | Invite New Client |
The client already has a record, a plan or an Evaluation | Invite Existing Client |
You want a link for your website or email template | Generate Sign Up Url |
Don't use Invite New Client for someone who's already in Planworth. It creates a second, empty client record and you'll end up with duplicates.
Invite a new client
Open Client Discovery in the left menu.
Select Invite New Client.
In Client Invite, enter First Name, Last Name and Email.
Select Send invite.
This creates a client record from those details and emails the invite. The client shows up in Client Invites with the status Invited.
Invite an existing client
Open Client Discovery in the left menu.
Select Invite Existing Client.
In Existing Client Invite, pick the client from the Client list.
Select Send invite.
The invite goes to the email on the client's record. If a client is greyed out or missing from the list, see Resend, re-invite or fix a Client Discovery invite.
The list only shows clients who have an email address and haven't created an account yet. A client who has already logged in won't appear.
Share a sign-up link
Open Client Discovery in the left menu.
Select Generate Sign Up Url.
Copy the link and share it by email, on your website or in a template.
When a client opens the link, they see a page with your name and firm, in your branding colours. They enter their first name, last name and email, create a password and agree to the terms. The same link works for any number of people, and it doesn't expire.
What your client receives
The invite email is sent from Planworth in English and French, with the language of the client's record first. The subject is Welcome to Client Discovery / Bienvenue au portail client. It says you've invited them to the Planworth Client Portal, and it includes a Create your account to get started link and a link to a help article.
Your client then:
Opens the link and creates a password.
Agrees to the Terms of Service and Privacy Policy.
Starts the questionnaire, or goes to their dashboard if the Discovery Tool service is off.
They should use a desktop browser (Chrome, Edge or Safari) and the email address you invited.
Skip the questionnaire for a client
By default a client starts in the questionnaire. If you only want them to view their plan:
On the Client Invites row, select the gear in Client Services.
Uncheck Discovery Tool.
Check the services you want them to see, then select Confirm.
See Choose what your client can see for the other options.
Track the invite
The Invite Status/Step Completed column shows where the client is: Invited, Account Created, then the last step they finished, and finally Completed. When they finish, Planworth emails you.
Things to know
Invites go to the primary client only. A partner can't be invited separately.
Invites don't send reminders.