How to Create and Invite a New Client

What it is

The Client Creation update makes onboarding new clients smoother. You can now define custom payout rates at setup and add yourself as an admin directly — so contracts and access are configured from day one.

Why it matters

• Streamline onboarding: Set financial terms and permissions in one step.
• Save time: No more manual contract edits or follow-ups.
• Stay in control: Ensure your team has immediate access to support new clients.
• Clarity from day one: Clients start with accurate payout terms and admin structure.

How it works

1. Go to Clients → Create new client.
2. Enter the client’s details (name, email, etc.).
3. Set payout rate: Override the default payout rate with a custom percentage. The system automatically generates a contract with these terms.
4. Add yourself as admin: Check the box to add yourself (or your account) as an admin in the client’s workspace.
5. Finish setup — the client receives an invite, and both you and the client will appear as admins in the new workspace.

FAQs

Q: What is the default payout rate?

A: Each parent account has a default payout rate (e.g., 100%). This can be customized per client during setup.

Q: Can I change payout rates later?

A: Yes. Contracts can still be edited after creation, but setting rates upfront saves time and avoids errors.

Q: What does “Add myself as admin” mean?

A: It means your parent account admin will also be added as an admin to the new client’s workspace. This makes collaboration and support easier from the start.

Q: Will clients see these payout terms?

A: Yes. The generated contract reflects the payout rate you set at setup.

Q: Can I add other admins besides myself?

A: Not at creation. You can add additional team members later under Members → Invite user.