What It Does
When enabled:- Clients can sign up themselves
- No manual invitation needed
- Self-service onboarding
- Automatic account creation
How It Works
- Client visits your workspace URL
- Clicks “Register” or “Sign Up”
- Enters their information
- Account created automatically
- They can start using the platform
Benefits
For You
- Less manual work
- Scalable onboarding
- 24/7 registration
- Reduced support requests
For Clients
- Instant access
- No waiting for invitations
- Self-service convenience
Enabling Client Register
- Go to Settings → White Label
- Find “Client Registration” toggle
- Turn it on
- Save changes
Registration Flow
Clients see:- Registration form
- Email verification
- Account setup
- Dashboard access
Managing Registered Clients
All registered clients appear in:- Workspace CRM
- Client list
- Full management access
When to Use
Enable when:- Running self-service model
- High volume of clients
- Want automated onboarding
- Invite-only access
- Controlled client base
- Manual vetting required
Tips
- Set up branding first
- Configure default settings
- Monitor new registrations
- Welcome new clients