How to do it
These steps are for PlanWell on the web.
- Open the event’s People section and find Clients & collaborators. Choose Add person, then select an Existing contact and choose Add to event, or choose New contact, enter their details, and choose Create and add. Open the person’s settings.
- Check their contact email and turn on Portal access for people who should collaborate in the client portal. Choose Save person.
- Open that person’s settings and choose Send invite, or Resend invite for a pending invitation.
- Ask them to accept with the email address you invited. Their access shows Connected after they join.