7 guides
Clients & teams
Manage invitations, connections, client access, team roles, and assignments.
Manage client records
Search, add, edit, assign, invite, and remove clients from the Clients workspace. 5 min read
Send and troubleshoot client invitations
Understand invitation states, reminders, declined connections, and common delivery problems. 4 min read
Client approval and data sharing
Understand connection approval, category-level sharing, individual shared activities, and revoked access. 5 min read
What clients experience
A provider-facing overview of connection, assignments, sharing, messages, and optional services in Habit of Living. 4 min read
Help a client with product access
Resolve common sign-in, invitation, connection, assignment, and sharing questions without collecting credentials. 4 min read
Team roles and client assignment
Compare administrator and member capabilities and understand the limits that protect client responsibility. 5 min read
Manage teammate invitations
Send, resend, accept, decline, and clean up team invitations. 3 min read