Click the green + icon on the Client tab. 

Enter the first name, last name, and email of the client.

Check the box to "Send Elements Invitation now."

If this is a prospect, check the box for "Prospect."

Check the box to "Enable client led onboarding" to send the client/prospect through the self guided onboarding workflow. You can preview this workflow by clicking the green 'Preview' button and using the right arrow to scroll through the prompts. 

How to Add a New Prospect or Client on Web