Add an email address without inviting the client

Following these steps can help you in a few ways:

• The email is used to connect to client records in CRM and planning systems
• You can add email addresses to clients and invite them later with one click

First go to "view clients" from your advisor dashboard

These actions can be taken for any client that is "not invited"

• Click the "+" icon to add an email address
• Click the "pencil" icon to edit the email address
• Click the "envelope" icon to send the client an invitation

If you would like to add email addresses for multiple households, you can follow the steps here.

Note: Adding an email address here will not enable the client for automated weekly/monthly emails. They will need to sign up for Blueleaf first.