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Sending plans to clients

Adding a client, building and sending a plan, what they see, and consent to sharing.

• Add a clientPartnersFirst name, last name, email and an optional reference — and why there is no notes field.
• Create and send a planPartnersOne or more blends, a message, a suggested plan per blend and an expiry — then send by email or copy the link.
• What your client seesPartnersThe email and the plan page, step by step, from the client's side.
• Several blends for one clientPartnersA plan can hold up to 10 blends; each becomes its own tin and, if subscribed, its own subscription.
• Resend, revoke and expiryPartnersWhat to do when the client has not bought — resend for a fresh link, revoke to stop it, duplicate once it has expired.
• Client consent to sharingPartnersWhat you can see once a client consents, what you never see, and what happens when they stop.