How to Invite a Client Back to Complete Their Settify Induction

Regardless of whether a client comes through your firm’s website or via an invitation, you may encounter situations where a client has submitted a Settify inbut more detailed information is needed. In such cases, you can easily invite the client back to the portal using the following process:

Steps to Send a Follow-Up Invitation:

1. Access the Client Record:

• Navigate to the Settify Clients Home Screen.
• Select the client’s name to open their Client Record.

2. Send a Follow-Up Invitation:

• Click on the ‘Send a Follow-Up’ button located at the top of the Client Record page.
  
  

3. Customise the Invitation:

• Review the pre-written message in the invitation.
• Add or modify the wording as necessary to ensure clarity and relevance.

4. Update the Invitation:

• Click on ‘Update Invite’ to save any changes.
  
   

5. Confirm Correspondence Details:

• Double-check that the client’s contact details are correct.

6. Save and Send the Invitation:

• Select ‘Save & Send’ to dispatch the follow-up to the client.
  
  

By following these steps, you ensure that clients can seamlessly revisit the Settify portal to provide the additional details required.