Inviting clients to your platform

Clients join your platform in two ways:

Signup links. Each subscription plan has its own signup link, shown in your plans overview. Put the link behind your checkout, in your onboarding email or inside your course. A student who follows it creates their account, picks up the plan attached to the link and pays you if the plan is paid. Free plans activate immediately.

Created by you. You can add a client from your Clients page and hand them their login. Useful for VIPs, migrations or testing.

Client statuses

• Pending: account exists but has no active plan yet. Pending clients see a screen asking them to choose a plan.
• Active: everything works.
• Read-only: the client's subscription lapsed or was cancelled. They can still sign in and see their data, but writing is blocked until they reactivate. A banner in their workspace takes them straight to billing.

What a new client sees first. A branded login, then their dashboard with a short setup checklist: create a first product, connect a payment provider, publish a first page. You do not need to onboard them by hand, but a short welcome video from you goes a long way.

To watch a specific client's progress, open their profile from the Clients page. See Helping a client hands-on.