On Desktop: Within the Client's contact card, click on the Invite Button on the Contact tab.
On the REALM App: Within the Client's contact card, click on the Kabob Menu at the top right corner and choose Invite. Click the Send button to forward the invitation.
Did you know that you can view step-by-step demos for many REALM features? Just sign into the desktop site, scroll down to the right-hand corner of your screen, and click ‘Show me how’ for help!