How to Add and Invite a Client

Adding a client to Meal Garden lets you share meal plans, recipe collections, programs, and messages directly with them through their own branded portal.

Step 1: Open the Create menu

Click theCreatebutton at the top of the left navigation panel, then selectClientfrom the popup.

Step 2: Enter client details

Fill in the client's:

• First and last name
• Email address
• Optionally, additional details

Step 3: Set access type

Choose whether the client will havefree accessorpaid access:

• Free— the client can access their portal at no charge
• Paid— the client will be charged through Stripe (requires Stripe to be connected first — seeHow to Connect Stripe). In this case, fill in price, welcome message and when the client should start paying. You can always change this for the client manually later in the Paywall tab of the Client screen.

Step 4: Send the invitation

ClickSend Invite. Your client will receive an email with a link to create their account and access their portal. Alternatively you can choose to Invite later (and do it from the Contacts screen at a later time, when you are ready), or copy the invite link if you prefer to send the invitation via another channel, for instance, from a trusted e-mail.

Tip:If a client doesn't receive the invite email, ask them to check their spam/junk folder.

What happens next

Once the client accepts the invite and creates their account, they'll appear asActivein your Clients list. You can then assign meal plans, recipe collections, and programs to them.