How do I resend or cancel a client invitation?
Resend a Pending client's invitation, fix a wrong email address, copy their signup link, or archive the client to take the invitation back.
While a client is Pending — created but not yet signed up — their profile shows a getting-started panel with everything you need to chase the invitation. Once they set a password and become Active, there's nothing left to send.
Resend an invitation
- Open the Pending client's profile.
- Go to General → Overview and find the getting-started panel.
- Click Resend invitation.
- Confirm the email address — or change it — then send.
The resent email carries the same signup link as the original. Invitation links never expire, so an old email still works if the client digs it out later.
Fix a wrong email address
Changing the address in the resend step doesn't just redirect one email — it updates the email on the client's account, and the new address becomes their login.
| Rule | Detail |
|---|---|
| When it's allowed | Only while the client is Pending |
| Duplicate addresses | Rejected if another account already uses that email |
| Effect on the link | Same signup link, sent to the new address |
Send the invite link yourself
If email isn't landing, skip it. On the same panel, click Copy invite link to copy the client's personal signup link, then send it over text, chat, or however you already talk to them. It opens the same branded signup page.
Cancel an invitation by archiving the client
There's no "cancel invite" action, and a client can't be permanently deleted. To take back an invitation to someone who isn't going ahead, archive them:
- On the Clients page, open the client's row menu and click Archive.
- Confirm in the dialog.
Archiving frees up their client spot and keeps their record. If they turn up later, reactivate them from the banner on their profile — they come back as Pending, since they never finished setup, and can still use their invitation link.
Quick answers
Can a Pending client use Forgot password?
No — they have no password yet. They get no reset email and are told to use the setup link from their coach instead. The invite link is the only way in.