Adding a client to your practice starts with the Add Client dialog on Practice → Clients (or Practice → Seats). The dialog gives you two CTAs that match the two paths most advisors actually use.
Two Paths from the Add Client Dialog
- Invite directly to a seat — for clients you're ready to put on Builder Pro right now. You assign a seat at invite time, and (if you want) override the default seat expiration just for this invitation.
- Add to CRM without inviting yet — for contacts you want to track before reaching out. They land in your CRM as Not Invited. Send a connection invitation when ready.
Both paths are reversible. A CRM-only contact can be invited later. A direct-to-seat invitation can be cancelled before the client accepts.
Sending the Invitation
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Open Practice → Clients or Practice → Seats and click .