Managing clients, groups, and broadcasts

Inviting clients

Your clients are the students you advise on an ongoing basis — different from one-off marketplace review customers (see Marketplace reviews vs. organization clients for the distinction).

To invite a student, go to Clients at /dashboard/clients and click Invite client. Enter the student's email address, and they'll receive an email with an Accept Invite button. Once they accept, they appear in your client list — and you automatically get commenter access to every one of their essays, no manual sharing required. You can read their drafts and leave inline comments, but you can't edit their writing directly.

Becoming a client also unlocks the rest of your services for that student: they can book your 1-on-1 sessions (see Offering meetings with booking packages), receive your broadcasts, and purchase essay reviews. Curious what the relationship looks like from their side? Point them to Working with your consultant.

Tip: If a student hasn't accepted yet, their invite shows as pending. Pending invite counts also appear on your Home page stat cards.

What you can see for each client

From your client list, each client's profile shows:

• Their essays — with essay type, title, score, and word count, so you can spot who needs attention at a glance
• Their groups — which of your groups they belong to

The same details roll up into your Analytics page (/dashboard/analytics), where you can review the full client list in one place. Your Home page keeps the day-to-day pulse: stat cards for total clients, essays, advisors, and upcoming meetings, plus a feed of the most recent essays across all your clients.

Organizing clients into groups

Groups keep a growing client roster manageable. On the Clients page, switch to the Groups tab to create one — give it a name like "Class of 2027" and choose its members. You can add or remove clients from a group at any time.

Groups show up on your Home page and in Analytics, making it easy to check in on a cohort — say, all your seniors approaching early decision deadlines — without scanning your whole client list.

Inviting fellow advisors

If you work with a team, invite other consultants to your organization. Go to Advisors at /dashboard/advisors and click Invite advisor, then enter their email. They accept through the same email invite flow as clients.

Every advisor in the organization shares the same client roster and the same marketplace review queue, so paid reviews can be claimed by whoever has capacity. See Delivering essay reviews for how the shared queue works.

Sending broadcasts

Broadcasts let you announce something to every client at once — deadline reminders, office-hours changes, resource drops. Go to Broadcasts at /dashboard/broadcasts and click New broadcast. Each broadcast has:

• Title — up to 200 characters
• Content — up to 20,000 characters, so long-form updates are fine
• Tags — up to 5, chosen from Announcement, Deadline, Reminder, Event, and Resource

When you send it, every client in your organization receives it both by email and in their in-app dashboard, where they can mark messages as read. Your broadcast list shows the author, the send date, and a read count so you know how many students have seen each message. You can delete a broadcast if you need to take it down.

You may also notice automated system broadcasts from Draftl itself — for example, "New essay review request" when a paid review lands in your queue. Those are sent to specific users and are separate from the broadcasts you write.

Tip: Tags help students scan their inbox of announcements — a "Deadline" tag stands out more than an untagged wall of text.

Organization settings

Housekeeping lives at Settings under /dashboard/organization/settings. From there you can:

• Rename your organization
• Browse the advisor directory — each advisor's name, email, photo, and join date, plus pending invites
• See counts of your clients, groups, and outstanding invites

At the bottom is the danger zone: Delete organization permanently removes the organization and all of its advisor and client links. There's no undo, so treat it accordingly.

If you're still setting up your organization, Getting started as a consultant walks through everything that comes before your first client invite, and the consultant launch checklist covers the full path from a fresh account to a fully running practice.