Onboarding Guide

Inviting a freelancer on Remotify

A step-by-step walkthrough for clients on how to invite a freelancer to Remotify, send them an invitation, and check whether they've accepted.

5Steps

~2 minTo complete

ClientAccount type

Select Freelancers in the tab

From your dashboard sidebar, click "Freelancers" under the Manage section.

Click Add Freelancer

On the Freelancers page, click the "Add Freelancer" button.

Enter your freelancer's details

Input the first and last name of your freelancer and their email address, to which they'll receive the invitation. Note: if the freelancer already has an account, make sure to use their registered email address.

Submit and inform your freelancer

Once done, click the "Submit" button and let your freelancer know to check their inbox — they'll receive the invitation by email.

Check the invitation status

"Create Invoice" means the freelancer has accepted the invitation and you're ready to issue an invoice. "Resend" means they haven't accepted yet — click it to resend the invitation.

You're all set

Once your freelancer accepts the invitation, you'll be ready to create and send their first invoice on Remotify.

Go to Remotify →