Send and troubleshoot client invitations

Send an invitation

1. 1
   Confirm the email address

   The invitation must go to the email address the client uses in Habit of Living.

2. 2
   Choose Send invitation

   Send from the client record when an invitation was not sent during setup.

3. 3
   Wait for client action

   The client creates or opens an account and chooses whether to accept the connection.

Use the connection state

• Pending means the invitation has not been accepted. Use Remind user when another email is appropriate.
• Connected means the client accepted and provider features can use information the client shares.
• Declined or removed means the connection is not active. Discuss the client’s preference before sending a new invitation.

If the email does not arrive

• Check spelling and confirm the client is viewing the correct inbox.
• Ask the client to check spam, promotions, or organizational email filtering.
• Avoid repeated reminders in a short period. Contact support if delivery continues to fail.