👤 How to Invite a Client

Quickly invite new clients to Your Case Plan so they can access their case details, tasks, and secure messaging.

🎥 Watch: How to Invite a Client

✅ What You Can Do Here:

• Open the Quick Add Menu

  Click the ➕ Quick Add Client button from your dashboard.

• Enter Client Info

  Fill in the client’s name, email address, and phone number.

• Assign Their Role

  Select the appropriate role (e.g., parent, youth, etc.).

• Link a Case

  Use the case number to connect the client with their specific case.

• Send the Invite

  Click Add — the client will receive an email invite to join Your Case Plan and set up their account.

💡 Pro Tip

📧 Make sure the client knows to check their spam folder if they don’t see the invite within a few minutes.

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