Clients

How to onboard and manage clients with Striive.

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...

Avatar

By Adam Miller

May 24, 2023

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...

Avatar

By Adam Miller

January 16, 2023

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...

Avatar

By Adam Miller

January 16, 2023

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 ...

Avatar

By Adam Miller

January 16, 2023

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...

Avatar

By Adam Miller

January 16, 2023

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...

Avatar

By Adam Miller

January 29, 2024