The 'Pending signup' quick filter shows clients who have received an invitation or signed up via your portal link but have not yet completed their account setup or first payment.
Pending signup quick filter on the Overview dashboard
What You Can Do
- On the Overview dashboard, click the 'Pending signup' quick filter chip.
- The list shows all clients in a pending state.
- Review each entry's invitation date to identify clients who may need a follow-up.
- Click the action menu (⋮) next to a client to resend their invitation or remove them.
- Once a client completes activation, they move out of this list automatically.
💡 Good to Know: Pending signup clients do not consume a seat until they activate.
💡 Good to Know: Set a reminder to follow up with clients who have been pending for more than 5 days.
Related Articles
Was this article helpful?
Your feedback helps us improve our documentation.