Invite a Member to the Portal
What this page will cover
Section titled “What this page will cover”- What members can do in their own portal (view profile, bookings, memberships, gallery — limited access)
- What members cannot do (edit billing, access other members, see private notes/interactions)
- How to send a portal invite from the member’s profile
- What the member receives (email with account creation link)
- How to resend an invite if the link expires
- Troubleshooting: member says they didn’t get the email