--- title: "How to invite a client?" description: "Steps to invite a new client" url: https://support.coachkit.co.uk/en/articles/128-how-to-invite-a-client collection: "Set Up Account" updated: 2026-02-06 language: en --- # How to invite a client? Steps to invite a new client ### **Steps to Add a Client** Before adding a client, we recommend completing the following steps: ✅ **Connect your Stripe account** ✅ **Add your terms & conditions** ✅ **Create a service** ✅ **Set up relevant forms** (e.g., check-in and onboarding forms) ### **Adding a Client** Once you're ready, navigate to **Clients** and click **Add**. CoachKit will guide you through the process. #### **Plan and Payment Details** ![](https://staticfiles.gleap.io/ghelparticle/NBpfkqKIjJMQegpzhP04eMiycCo9ryiMcjcxlT3CAW7PQusqUGCkHvfbnXe3xYgfOqDvsT7rVEF.png)

Field Description

Plan

Select from your list of services.

Current Week

Choose the starting week (defaults to Week 1).

Duration

Set the plan duration in weeks (defaults to the plan's setting but can be overridden). Select No End Date for ongoing plans.

Start Date

Choose the client’s start date (defaults to today but can be set for the future).

Payment Option

Select Offline or Stripe (Stripe appears only if connected).

Send Payment Link via Email?

If using Stripe, choose whether to send a payment request automatically.

Plan Amount

Select from available pricing tiers or enter a custom price.

#### **Check-in Details** ![](https://staticfiles.gleap.io/ghelparticle/clI7CIsflzBAnxf9iUseWfK09NpWvvSAxD13yVPON7XK2HLwyPsJ3ShHFjXoahtu89hwIbx2Lzq.png)

Field Description

Select a check-in template

Choose an existing check-in template or create a new one

Edit Check-in Schedule

Create a custom check-in schedule for your client

If you prefer to skip setting up check-ins now, simply click **Next** to proceed to the following section. #### Supplement Plans ![](https://staticfiles.gleap.io/gattachments/z9TgRyBtUnfRSzGpEpreb600FKlU3LKp3FIdbXmazzLKMpSYJnLxVoQMXTZpHJ3BKHj9lHeaUeS.png) You can select multiple supplement plans at invite time, or if you prefer, add them later. Any assigned plans can be personalised for the client at a later date. #### Startup Forms ![](https://staticfiles.gleap.io/ghelparticle/SRh28rDYk0DsClVpGW6Ecft5vQa8KiwsvAx6lMjbR3MGqB0zWmWSDqi0PaOQpXUAggUxe1axGEL.png) Select any additional forms the client should complete upon their first login. ### **Sending the Invite** When you click **Send Invite**, CoachKit will: ✅ Send a **welcome email** with a reset password link. ✅ Send a **payment request** (if Stripe is selected).