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Sending invitations to download the app

Learn how to send invitations to your carers/employees by email and SMS

Written by Em Powell
Updated over a week ago

Once you have authorised your employees to use the app, you have the option to send them invitations to download the app by email and SMS.

A series of 5 SMS and email invitations will be sent to your staff, containing a download link to download the app and log in. Learn how to send an invitation below:

Sending invitations - a step-by-step guide:

Step 1: Log in to your portal and go to the 'App Users' section in the left-hand menu, then to 'Manage' in the top tabs.

You should have already uploaded your employees' details; if not, click here to learn how to pre-register them to use the app.

Step 2: Click on the 'Filters' box. A new drop-down menu will appear. In the status drop-down menu, select 'Authorised'

Step 3: In the top left corner of the invitee list, tick the box to select all who haven't received an invitation. Alternatively, you can select specific carers or employees individually by ticking the box next to their name:

Step 4: At the bottom of the screen, you will see a taskbar showing how many invitees are selected. Click 'invite'.

If you have a long list of invitees, it can take a few moments for the invitations to send.

As soon as the invitations have been sent successfully, a green success notification will appear in the top right of your screen.

Over the next 2 weeks, those who do not register right away will automatically receive a reminder each week. Click HERE to view your invite wording.

Want to automatically invite your users when adding them to the portal? Click HERE to learn how to switch this on.

Launching the app? It's a great idea to send out a launch day message, find some ready-made examples HERE (UK and ROI) or HERE (AUS).

We are here to support you with your scheme. If you need any help, simply click the chat button in the bottom right corner of your screen.

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