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-left corner of the page.
2. Click on the household entry for the specific client
3. Click on the “Household settings” page on the detailed household view.
4. Under the “Members” section, 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.