Firstly, go to your Workspace and select the ‘Clients’ section.

Next, select Add clients and this will show various options.

You can add clients to your workspace from your contacts on Consentio, where they already have a Consentio account. You can also Add clients from your phonebook, or by copying the invite link, by email or text messages. Once you have chosen your preferred invitation method, you only have to provide the email or phone number and the name of the person you would like to invite. You can invite more than one person at a time by selecting the Add more button. When ready, select the green Invite button and your clients will receive an invitation to join Consentio.

Once they are in the platform, they will be able to start trading with you.

Firstly, go to your Workspace and select the ‘Clients’ section.

Next, select the ‘+’ sign that appears on the upper right corner of your screen and this will present various options.

You can add clients to your workspace from your contacts in Consentio, when they already have a Consentio account. You can also add clients from your phonebook, or by copying the invite link, by email or text message.

Once you have chosen your preferred invitation method, you only have to provide the email or phone number of the person you would like to invite. You will be able to invite more than one person at a time by clicking on the Add more button. When you are ready, select the green Invite button and your clients will receive an invitation to join Consentio.

Once they are in the platform, they will be able to start trading with you.