đ Overview
When you add a customer to your account, they are sent an email containing a unique link to set up their own login. Occasionally these emails end up in a spam folder or get deleted by accident.
This guide shows you the two ways to send that link again, either by resending the email or by copying the link and sharing it yourself.
đŹ How To Resend an Invitation
You can do this from your customer list, or from the customer's own profile. Both give you the option to resend the email or copy the invitation link.
đ From your customer list
Go to your customer list, find the customer you want to resend the email to, then click Unclaimed next to their name.
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A pop-up appears where you can resend the invitation email, or copy the link and send it to the customer yourself.
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đ¤ From the customer's profile
Open the customer's profile and select Account Management Settings.
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From here you can either click Resend Invite Email, or View Invitation Link to copy the link and send it to the customer however you like.
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đĄ Once the customer has claimed their profile, this link will no longer appear.
â Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Click the arrow to view frequently asked questions
Click the arrow to view frequently asked questions
Which URL should I direct customers to if they want to log in?
Click the arrow to see the answer
Click the arrow to see the answer
Direct your customers to your Customer Site URL, which you can find by going to Customer Experience â Customer Site on your dashboard, or here.
â ď¸ Do not send customers to goteamup.com, as that login page is only for staff members signing in to your business account.
What does "Unclaimed" mean?
Click the arrow to see the answer
Click the arrow to see the answer
An unclaimed account is one where the customer has been added to your account but has not yet used their invitation link to set up a password and take control of their own profile.
To see all of your unclaimed accounts at once, use the Account claimed filter in the All Customers report, described here.
Why can I no longer see the invitation link for a customer?
Click the arrow to see the answer
Click the arrow to see the answer
The invitation link disappears once the customer has claimed their profile, because it is no longer needed.
If they are having trouble signing in after claiming their account, they should use the password reset option on your Customer Site rather than a new invitation.