New: Add clients to lists without sending an invite

Hey there,

We’ve just released a small but powerful update to the Client Portal: You can now add clients to lists without immediately triggering an invite notification.

What’s new:

➕ Add clients directly to any list
✉️ No automatic email notification sent
📋 Manage multiple list assignments without cluttering inboxes

What this means for you:

🧠 More control – Decide exactly when and how you notify clients about new lists or the portal itself

📬 Less inbox noise – Add clients to multiple lists without sending multiple emails

🛠 Smooth setup behind the scenes – Share access on your terms and ensure everything is ready before the client sees it

This update gives you more flexibility when managing access and helps create a more thoughtful, streamlined client experience.

Try it out and let us know how it works for you!