Help / Video tutorials / Agents: creating deals
Invite now vs invite later
Send clients their invite when you create the deal, or save them and send, resend, replace or revoke invites later.
2:03 · Captions included · 5 chapters
Updated since this video was made
- Changed (Nov 1, 2026): Once a client joins, their row on the Client & invite tab reads “Joined · opened the board …”, shows their texts status and mobile, and offers only Remove. Resend, Copy, Replace link and Revoke are for invites nobody has joined with yet, and Revoke never removes someone who already joined.
- Changed (Nov 1, 2026): A client on an emailed invite joins with a code sent to that email (or texted to the mobile you added), so a forwarded invite can't be used by anyone else. A link you copy before sending the invite works too: your client still gets the code at the invited email. A copied link for a client with no email still goes to the first person who joins.
Read the transcript
When you create a deal, you choose when your clients get their invite: the moment it's created, or later, when you're ready.
In step four, add each client. With a mobile number and their OK to texts, the invite goes by text as well as email.
Leave Send my clients their invite now ticked, and each client gets their personal link the moment you create the deal.
Untick it to invite later. Nothing goes out yet, so you can set the deal up first.
The review confirms nothing is sent yet, and the button now reads Create deal, invite later.
Your clients are saved on the deal as Not invited yet. Open the Client & invite tab to see them.
When you're ready, press Send invite on a client's row.
It goes out by email, and by text when they have a mobile and agreed to texts. The row shows when each was sent.
Jamie gets a personal link by text and by email, and can join their board in about a minute.
Resend sends it again. Each channel waits ten minutes between sends, so if it's too soon, you'll see when you can send again.
Need it sooner? Press Copy and share the link yourself.
Replace link makes a new link, and the old one stops working at once.
Then press Send invite to send the new one, by email and text.
Revoke stops a link from working at all, for example if an email address was wrong.
On your dashboard, a banner counts the clients who haven't been invited yet, and each of those deals shows Send invite.
Press Send invite on a card to invite that deal's clients, by email and text.
Or press Send all invites to invite every waiting client in one go.
Each card then reads Invite sent, waiting to join, until your client joins.
Invite now, or save your clients and invite them later, from the Client & invite tab or your dashboard.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
Back to HelpMore in Agents: creating deals
2:34New-deal wizard, step by stepCreate a deal step by step: the side, the property, the timeline, your clients, and a final review.
2:32Start from the signed contractDrop in the signed contract and the address, clients, dates and deadlines fill in for you to check.
2:38Edit the timeline before you createRename, re-date, reorder and add steps, set client to-dos, and keep some steps agent-only before you create the deal.