Client Onboarding: Setup Alerts, Text Invites and Pause Portal

The team hears when a client finishes setup or submits the questionnaire, and when an invite did not send or was never opened. Invites can go by email, text or both, each channel reporting its own outcome, and a portal can be paused without deleting it.

• A reminder on day five for an invite that has not been used
• A switch for the bell and for email on each alert
• On iPhone, the email for a website-form lead opens that lead in the app (version 1.64)