Send re-invite email and mark invite sent to clients
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.
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.