Client Invite

Inviting a new client

You can invite a client that is new to Xano, or has an existing account already.

1

From the instance selection screen, access your agency dashboard.

Our agency is called Awesome Xano Agency.

2

Click and then

3

Provide the client's name and email, and choose the scenario that applies to them.

Let us know if this is a new Xano customer, if they have a current account and just need to upgrade their plan, or if they're an existing Xano customer already on a paid plan that will suit their needs.

By choosing New Xano Customer or Upgrade Xano Customer, you'll be able to let them know the plan that you recommend next. If you choose Existing Xano Customer, the invite will send right away.

Just select the plan they need and click Send Proposal to Client

4

On the client's side, they'll get an email to accept the invitation and purchase the plan you've recommended to them.

Tracking Client Invitations

On the Agency dashboard, you can track the status of your client invitations.

You can click on an invite to access more information, delete the invite, or resend it.