Send re-invite email and mark invite sent to clients

Your client signup records miss invitations, leaving participants unsure how to access the platform. It resends the invite and marks the record so coordinators see status same day.

Send re-invite email and mark invite sent to clients

Overview

Missed or stale invites create confusion and extra support work; this flow guarantees the right participants receive the correct onboarding link when a record changes. It resends the partner-specific invite and marks the client record so coordinators can verify invite status same day.

Send re-invite email and mark invite sent to clients