You can view submitted applications under Applications in the top navigation.



Applications can be filtered by:

Unread- new applications that you haven't responded to yet.
Pending- applications you've responded to but not yet accepted as clients.
Archived - applications that have been accepted as clients, or rejected.

Responding to an unread application

To respond to an unread application, click



Your response can be personalized before sending. When you click Send the application will move to Applications > Pending.

Customize the default response templates under Settings > Client Notifications > Onboarding > Applications > Accepted application template.

Rejecting an Application

If you're not taking on new clients, or it's obvious that the application would not be a good fit, you can Reject the application by clicking



The rejection response can be personalized before being sent. Customize the default template under Settings > Client Notifications > Onboarding > Applications > Rejected application template

If the application is a duplicate, or you want to archive it without sending a response, click

Accepting an application

Once you've spoken with the applicant and you're ready for them to become a client you can create their account by clicking

The {{ loginurl }} placeholder will be automatically replaced with a one-time link that lets the new client log in and set their password.

Updated on: 01/04/2024