With your account set up, you're all set for the next step in your account setup: adding your contacts to your coaching platform.
To add new users and invite them to use your platform, let's head to the My Contacts page and click on Invite Clients
You'll add user emails, with a description for the email invitation here.
You can also add multiple contacts in one go using the Import Contact function. These users will be added as Client Contacts, and they will not receive any notifications from Delenta for being added to your contact list. If you then would like to invite them to use your platform, you will need to send them an invitation email.
If you would like to add your contacts to your My contacts list individually without sending any invitation emails, you can just click on the MENU button beside the contact name.
You can also assign a PRE-PAID coaching package when you invite them to the platform.
You can choose to add your contacts as a 'Client Contact' or a 'Prospect Contact'. This will not trigger any emails to your contact. When you are ready to invite them to your portal, you can do so by clicking on the 'Client Contact' or 'Prospect Contact' button.
Editing Client Email Addresses
The system now supports a Client Email field in the Profile Update modal, with editing restrictions based on ownership.
Key Rules:
Single Coach Ownership – If the client is owned by only one coach, the Client Email field will be editable.
Multiple Coach Ownership – If the client is owned by multiple coaches, the Client Email field will be uneditable and display an information icon.
Hover Text: "Client has multiple coaches. Email can't be edited."
4. Multiple Account Ownership – If the client is owned by multiple accounts, the Client Email field will be uneditable and display an information icon.
Hover Text: "Client has multiple accounts. Email can't be edited."
Applicable Contact Types:
This behaviour applies to all contact types:
Leads
Contacts
Prospects
Clients
Invited
Accessing the Edit Option:
You can access the client’s Profile Update modal and the editable/uneditable email field through:
In Contacts:
By viewing all details and clicking Edit
Via the 3 dots menu → Edit
In CRM:
By clicking to view all details and then using the pencil icon to edit
Email invitation to your clients and prospects.
Once you've added your contacts and/or invited them to the platform, they will receive an email invite from info@delenta.com; however, it will have your name (This will be the first name of your username as the FROM name). Any replies to this email will be redirected to you, not to Delenta.
If you are a Premium customer of Delenta, you are also able to customise the content of the invitation email and FROM name. Here's how to do it.
Questions? These articles may help