Clients overview
Clients are at the centre of everything you do in Striive. Access the clients section from the main navigation and you'll be greeted with a list of all your current clients. We call this list your roster. Here you can see: The name of each client...
Adding clients to your account
There are a couple of ways you can add new clients to your Striive account: Send out a personal invite Add the details yourself Tip: To let new clients sign up with you at any time, use your public sign-up link . Adding new clients to your Striiv...
Using your public sign-up link
In your portal settings there is the option to turn on your public sign up link. This allows new clients to sign up with you at any time without needing to be invited. Use the link to: Add a sign up button to your existing website Create a sign up...
Reviewing new client information
Striive includes a process for reviewing new information submitted from your clients. If there is client data requiring your attention the following indicator will appear on your dashboard admin panel: Clicking on this button will direct you to a ...
Archiving clients
If a client stops activity with you, you may decide to archive them. What happens when a client is archived? Once archived a client will: No longer display in any lists or screens within your Striive account. To see archived clients you will need...
Using client agreements
Striive includes a system for creating and sharing your terms of service agreements with clients. You can create as many different agreement templates as you need and choose which clients will sign which. When each client signs an agreement, a sna...