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🚧 These docs are a work in progress. The information here may not be complete or accurate.

Invite a Member to the Portal

  • 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