The New Client wizard

The New Client wizard creates a client org and sends the first invite in one flow. Start it from the New Client button on the Clients list. It runs as a short series of steps, and the number of steps depends on which products you allocate.

The steps

Org basics: the org name, industry, size and the primary contact's name and email.
Product allocation: allocate Align, or Align+Activate. Activate-only is not possible: every client starts with Align, and Activate can only be added on top of it.
Pre-flight: this step appears only if you allocated Activate. It confirms the extra setup Activate needs before the org goes live.
Review + create: a final check of everything you have entered. Confirming here creates the org and sends the client's invite in a single action.

Align-only is three steps

If you allocate Align on its own, the Pre-flight step is skipped and you see three steps: Org basics, Product allocation, and Review + create.

Review + create is atomic: it creates the org and sends the invite together. There is no separate "send invite" step afterwards, so make sure the primary contact's email is correct before you confirm.

Once created, the client receives their invite and can log in to complete intake, and the new org appears in your Clients list and on the Progress board at the Invited stage.