Accept a parent's invitation

Open the link in the invitation email, sign in or create your account with the invited email, and accept.

Professional portal

When a parent invites you, you get an email saying they invited you to view their Clearly record.

  1. Click View the invitation.
  2. The page shows who invited you, in what role, the areas you'll see and any end date or note.
  3. Click Create free account or I have an account, then sign in.
  4. Click Accept invitation, or Decline. The parent is told either way.

You can also accept from the portal: invited cases are under the Invited tab in the sidebar.

If it doesn't work

  • "Sent to a different email address": sign in with the address the parent invited.
  • "No longer open": invitations expire after 30 days. Ask the parent to send a new one.
  • "Signed in with a parent account": sign out, and use a professional account.

Both parents can see that you have access and what you view.

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Still need help?

Email hello@getclearly.app and a person will reply, usually within one business day. Tell us which app you use (iPhone, web or the professional portal) and what you were trying to do. Please don't include your password.