A client with 'Pending signup' status has been invited or self-registered through your portal link but has not yet completed their account activation or first payment. This article explains what triggers this status and how to resolve it.
Overview dashboard showing the Pending signup quick filter
What You Can Do
- Pending signup status is assigned when a client receives an invitation via 'Invite Advisory Client' or signs up via your portal link.
- The client sees this status until they complete the sign-up flow: email verification, business profile setup, and payment.
- In the Firm Portal, pending signup clients appear in the 'Pending' type tab and the 'Pending signup' quick filter.
- To follow up, click the pending client and use the action menu to resend the invitation or contact the client.
- Once the client completes activation, their status automatically changes to Active or Trialing.
💡 Good to Know: Pending signup clients do not consume a seat or incur billing charges.
💡 Good to Know: An invitation link typically expires after 7 days. Use 'Resend invitation' to generate a new link.
Related Articles
Was this article helpful?
Your feedback helps us improve our documentation.