video1.0<iframe src="https://www.loom.com/embed/76b81e5c235d4b58b1622a375a32f974" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/76b81e5c235d4b58b1622a375a32f974-95fb42b835ad7dc2.gif28.296In this video, I walk you through the process of inviting a client to Lisio. Start on the contacts page, where you can search for the contact by name or email address. Once you find the right record, simply hover over it and click "send invite." Alternatively, you can also send an invite directly from within the contact record. Please make sure to follow these steps to ensure a smooth invitation process.