1
Find the invite button
From your dashboard, click “INVITE CUSTOMER” in the setup checklist.
2
Invite Your First Customer
Invite a customer to start creating services and scheduling jobs.
Inviting your first customer
Send professional invitations to start building customer relationships
2
Choose invitation method
Share the link directly or send via email. Both methods give customers access to your professional platform.
Invite customer to ABC Landscaper
Give your customers the professional experience they deserve. They'll get scheduling updates, progress tracking, and easy payments.
- Know exactly when you're coming
- See real progress updates
- Pay when ready, how they want
Invitation link
OR
Send via email
3
Invitation sent
Your customer will receive a professional invitation to join your NiceYard platform.
Invitation Sent!
Your customer will receive an email to join your platform
Track invitation status from your dashboard. You can send follow-up invitations if needed.