Add and invite clients
Create student records and send invite emails. Instructors cannot send invites.
Who can do this: Studio managers and front desk (send invites and email). Instructors cannot invite staff or clients.
Steps
- Open Clients (
/shop/clients). - Use Add Client for a desk-created record, or Invite so they create their own login.
- The invite form can collect an optional phone and optional SMS marketing checkbox. Whether they must enter a 6-digit email code is the same Require clients to verify their email at sign-up toggle as storefront sign-up (App & Site). Off is the default.
- Filter Waitlist (or any tag), select rows, and use Invite selected. Not selected sends a different note to people you did not pick for an invite-only class.
Messages
Each row has a ⋯ menu: View profile, Send email, Send text, Send membership link. Send email is staff-only (same roles as invites). Rate limit: 12 sends per staff user per company per minute. Bulk email from this list is not included.
Gotchas
- A used invite link does not open the form again.
- When they have an account, the Waitlist tag is removed so the row never shows both Waitlist and Has account.
- A guest seat is stored on the paying member’s client. The guest does not need a client row.