Invite a client to the app

Open Menu, then CLIENTS & BOOKINGS, then Clients, and use the invite option, or use "Invite a client to the app" from the quick actions on Home.

Pick the Client, check the email address, and tap Email the invite. If you would rather send it yourself, use Share it yourself instead, which hands you the message to copy and confirms with "Message copied".

The client gets their own view of what you have shared with them. They do not see your other clients, your money, or your notes.