---
title: "Inviting Clients"
description: "How to seamlessly invite clients to your practice on Kindred Practice"
url: https://support.kindredpractice.com/en/articles/39-inviting-clients
collection: "Client Management"
updated: 2026-09-21
language: en
---

# Inviting Clients

How to seamlessly invite clients to your practice on Kindred Practice

**Inviting Clients to Your Practice with Kindred Practice**

Kindred Practice makes it easy to invite new clients and transfer data from previous platforms for a seamless setup.

**1\. Inviting a New Client**

• **Navigate to Clients Tab:** Go to the **Clients** tab in your dashboard.

• **Add Client:** Select **Add Client** and fill in the following details:

• **First Name** and **Last Name** (required)

• **Email Address** (required)

• **Phone Number** (optional)

• **Attach Forms:** Select any required forms (e.g., intake or consent forms) to include with the invitation.

• **Send Invitation:** Once details are entered, click **Send Invitation**. Your client will receive an email with access details and any attached forms.

**2\. Importing Client Data from Another Platform**

• **Import Contacts:**

• Locate the **Import** button (currently in the Clients tab, but may be moved to Settings in future updates).

• If you’re switching from another practice management platform, Kindred Practice can assist in importing all client contacts.

• **Data Migration Support:** Kindred Practice offers a white-glove onboarding service to import:

• **Client Contacts**

• **Appointment History**

• **Billing Records**

• **In-Session Notes**

• **Guided Process:** Kindred Practice will schedule a call to walk you through exporting data from your previous platform and uploading it to Kindred Practice, ensuring all information is mapped and organized correctly.

This process simplifies client onboarding and ensures a smooth transition, allowing you to keep all client information in one place.