Once you've added a client to your practice, the next step is ensuring that the business owner can access their account. Here's how to make this process smooth and successful.
Understanding the business owner role
The business owner is the primary point of contact who will oversee the account from the client's side. They have full access to all product features and are one of the pre-defined roles that can pay bills.
How to send invitations
Automatic invitation process – When you add a client and enter the business owner's email address, they automatically receive an email invitation to join Apron and complete the onboarding process.
In the email, your client will see that you invited them to sign up and connect their company through Apron, along with a short summary of the benefits of using Apron.
Manual invitation management – You can resend the invitation at any time by going to Settings > Members and clicking Resend invite next to the client.
What business owners can do
Document management – Upload invoices and receipts through our desktop portal, mobile app, email, or WhatsApp. Review and approve documents before processing.
Payment oversight – Review all transactions and payment activity. Set up approval workflows for better financial control. Process payments directly.
Team management – Add additional team members to their company account. Assign roles and permissions to team members. Manage access levels for different features.
What happens during client activation
Account verification – When the business owner accesses Apron via the invitation link, they'll be prompted to sign up and complete the sign-up process.
Setup completion – Once they complete the sign-up process, the account becomes active, and they can start using Apron's features immediately.
Common questions from business owners
Security concerns – At Apron, keeping your money safe is our top priority. Apron operates fully under its own FCA-Authorised EMI licence, making us independently responsible for meeting all regulatory and legal obligations, including the safeguarding of customer funds. Learn more in our article: Review safeguarding and money security measures.
Accounting software integration – Apron integrates with existing Xero and QuickBooks systems.
Support availability – Both you and your clients have access to our support team through our in-app chat and by email ([email protected]).