Skip to main content

Creating an account without an email address



1 comment

  • Sara

    Hi Valerie,

    It is possible to add a client without adding an email address for them, however, it is not possible to send them paperwork or have them enter in billing information without an email address. This would all need to be done through the Client Portal which requires an email address for the client to log in through.

    Comment actions Permalink

Post is closed for comments.