Be able to disable the invitation email
When adding a new client, I would prefer the Invitation Email not automatically be sent to the client. I want to copy/paste the setup link into my own email and send it to my client myself without them receiving the auto email.
When I sign on a new client, they get bombarded with emails coming from all different software that I use for my coaching. So if I could copy/paste the setup link into my own email that included the setup links to other software I could cut down on number of emails the client is getting and significantly reduce their confusion; while also increasing the efficiency of getting them onboarded.
Cory Carpenter
shared this idea
This can already be done via using the API directly where you can mute the welcome email as you add the client.
You will need API access. This is available with our Studio and above plans.