Clients

Guidance on how to add and manage client information using your Striive account.

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...

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By Adam Miller

updated 4 months ago

Adding clients to your account

There are a number of ways you can add new clients to your Striive account: Send out a personal invite Share your screen Add the details yourself Tip: To let new clients sign...

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By Adam Miller

updated 24 days ago

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...

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By Adam Miller

updated 4 months ago

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...

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By Adam Miller

updated 24 days ago

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...

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By Adam Miller

updated 24 days ago

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...

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By Adam Miller

updated 3 months ago