Adding & Managing Clients
Add clients, understand their status, find them quickly, and resend invites, edit or delete them.
5 articles in this topic
Add a client
Add a client to create their record in mePro and invite them by email.
3 min readWhat your client sees
After you add a client, mePro emails them an invitation.
4 min readClient status
The Status column shows where each client is in joining mePro.
1 min readFind a client
Use the search box above your client list to find someone quickly.
1 min readResend an invite, edit or delete a client
Each client has a menu of actions in the Actions column of your client list.
1 min readStill need a hand?
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