What do I do if I sent an invitation to the wrong name or email address?

You can update the client’s email address and resend an invitation to a client in invited state as follows:

1. In the Advisor Portal, navigate to the “Clients” page by clicking the link on the top of the page.
2. Find the invited state client you’d like to update the email address for and click on the “Manage” button to pull up their detailed household view.
3. Click on the “Settings” page on the detailed household view.
4. Under Client Status, click on “Edit” next to the client’s email address.
5. Click on “Save” to complete the update.
6. Click “Re-invite” and then click “Resend” to send an invitation to the updated email address.

Alternatively, you can send an email to our Client Support team at support@flourish.com containing the name, email address and any relevant details, and we’d be happy to assist.