Inviting Clients

Send email invitations to clients and track their acceptance status.

Sending Invitations

To add clients to your organisation, you send them an email invitation through PropZy. The invitation includes your organisation name and a link for the client to accept.

The client will receive an email with instructions on how to accept the invitation. If they already have a PropZy account, they can accept directly. If they're new to PropZy, the invitation guides them through registration. See Accepting Invitations for the client's perspective.

Tracking Invitation Status

Each invitation has a status that you can track from the client management dashboard:

• Pending — the invitation has been sent but not yet accepted
• Accepted — the client has accepted and is now part of your organisation
• Expired — the invitation was not accepted within the validity period

Invitation Emails

The invitation email is sent from PropZy on behalf of your organisation. It includes:

• Your organisation name and description
• A clear call-to-action button to accept the invitation
• Instructions for new users on how to create a PropZy account

Clients can also see pending invitations when they log in to PropZy, so they have multiple ways to accept.

After Acceptance

Once a client accepts your invitation, they appear in your client list with an active status. You'll be able to view their portfolio and budget data based on their consent and visibility settings.

What's Next?

Learn how to manage your client list:

Managing Clients →