Invited Clients

The Invited Clients Page lets you track all outbound invitations you have sent to clients who haven’t finished setting up the Rate My Physique mobile app yet.

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How Client Onboarding Works

There are two easy ways to get clients connected to your organization:

1. Email Invitation: You enter the client’s email in the dashboard. The client receives an email with download links for iOS or Android. When they download the app and sign up, they are automatically linked to your organization.
2. Organization Invite Code: You give the client your organization’s unique 8-character code (e.g., MOREGYMS). The client downloads the app, creates their account, and enters your code under Settings → Organization → Join Organization.

As soon as the client finishes setting up the app:

• They automatically move from Invited Clients to your Active Clients roster.
• One client slot from your subscription plan is activated for them.

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The Pending Invitations Table

Column	Description
Email Address	The email address where the onboarding invitation was sent.
Invited Date	The date and time the invitation email was sent.
Status	Shows Pending until the client completes app registration.
Actions Menu (...)	Click to resend or cancel the invitation.

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Managing Pending Invitations

1. Resend an Invitation

If a client says they didn’t receive the email, or if it got buried in their inbox:

1. Find the client in the list.
2. Click the three dots (...) on the right side of their row.
3. Select Resend Invite. A fresh invitation email is sent immediately.

2. Cancel an Invitation

If you sent an invite by mistake, or if a prospective client decided not to join:

1. Click the three dots (...) on their row.
2. Select Revoke Invite.
3. The invitation is canceled and removed from your pending list.

3. Send New Invitations

Click the Invite Clients button at the top of the page:

• Individual Client: Type an email address, select an assigned coach, and click send.
• Bulk CSV Upload: Upload a CSV file containing an email column to invite multiple clients in one go.
• Copy Your Code: Click to copy your organization’s 8-character code and paste it into your own onboarding emails, texts, or welcome PDFs.

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Best Practices

1. Follow Up After 3–4 Days
   Sort the list by Invited Date. If an invitation is a few days old, send a quick reminder or click Resend Invite.

2. Share Your Code as a Backup
   If a client has strict spam filters that block automated emails, simply give them your 8-character code to type directly into the app.