Help centre

Accept your client portal invitation

Use your invitation email to join an event in the client portal.

For clients · Joining your event

How to do it

These steps are for PlanWell on the web.

  1. Open the private invitation link you were sent. Sign in, or create an account, using the email address that received the invitation.
  2. Review the business and event on the invitation page. Choose Accept invitation and open portal.
  3. If the page says the email does not match, choose Use the invited account and sign in with the invited address.

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