> ## Documentation Index
> Fetch the complete documentation index at: https://docs.xano.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Invite

## Inviting a new client

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

<Steps>
  <Step title="From the instance selection screen, access your agency dashboard.">
    Our agency is called **Awesome Xano Agency**.

    <Frame>
      <img src="https://mintcdn.com/xano-997cb9ee/pz6e9Ndbn8i3u8Zz/images/6d3d3ee2-image.jpeg?fit=max&auto=format&n=pz6e9Ndbn8i3u8Zz&q=85&s=7199ef85a485cc4ede9ed204ca69ed3d" width="290" height="353" data-path="images/6d3d3ee2-image.jpeg" />
    </Frame>
  </Step>

  <Step title="Invite new client">
    Click <span class="ui-bubble"><Icon icon="plus" /> Invite Client</span>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/xano-997cb9ee/Zmn_DUDgqMkazo6J/images/e3ae08ee-image.jpeg?fit=max&auto=format&n=Zmn_DUDgqMkazo6J&q=85&s=ae4033a66469985083723b52946e0fe7" width="1017" height="384" data-path="images/e3ae08ee-image.jpeg" />
    </Frame>

    By choosing <span class="ui-bubble">New Xano Customer</span> or <span class="ui-bubble">Upgrade Xano Customer</span>, you'll be able to let them know the plan that you recommend next. If you choose <span class="ui-bubble">Existing Xano Customer</span>, the invite will send right away.

    Just select the plan they need and click <span class="ui-bubble">Send Proposal to Client <Icon icon="arrow-right" /></span>

    <Frame>
      <img src="https://mintcdn.com/xano-997cb9ee/-vy8_DWVOwkWo8Bt/images/87399b96-image.jpeg?fit=max&auto=format&n=-vy8_DWVOwkWo8Bt&q=85&s=03e55ae3b24f86d31b0ed297eff7e366" width="501" height="278" data-path="images/87399b96-image.jpeg" />
    </Frame>
  </Step>

  <Step title="On the client's side, they'll get an email to accept the invitation and purchase the plan you've recommended to them.">
    <Frame>
      <img src="https://mintcdn.com/xano-997cb9ee/Qia2QBMIuWWrGb-s/images/1ed12222-image.jpeg?fit=max&auto=format&n=Qia2QBMIuWWrGb-s&q=85&s=9255d8922d711a441d3b8927342a6447" width="793" height="514" data-path="images/1ed12222-image.jpeg" />
    </Frame>
  </Step>
</Steps>

## Tracking Client Invitations

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

<Frame>
  <img src="https://mintcdn.com/xano-997cb9ee/o7zunZFYmjx8RZ8N/images/efe52255-image.jpeg?fit=max&auto=format&n=o7zunZFYmjx8RZ8N&q=85&s=8fdb03efe7d7463967bc9a706ff03af1" width="1865" height="339" data-path="images/efe52255-image.jpeg" />
</Frame>

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

<Frame>
  <img src="https://mintcdn.com/xano-997cb9ee/-vy8_DWVOwkWo8Bt/images/85c11c67-image.jpeg?fit=max&auto=format&n=-vy8_DWVOwkWo8Bt&q=85&s=7fe23d1271bb8bf4db67e458f47472ae" width="778" height="1387" data-path="images/85c11c67-image.jpeg" />
</Frame>