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How to Send Invitations to New Employees (Video 15 seconds)
How to Send Invitations to New Employees (Video 15 seconds)

Send employee invitations two ways: send text invites through the app and email invites from the online account

CustomerCareTeam avatar
Written by CustomerCareTeam
Updated over a month ago

How do you get employees to download and install the Pro mobile app?

You can send invitations to employees by text through the mobile app or by email from your online account. Let's go through both ways.

1 - Send Employee Invitations by Text with the Mobile App

Video of How to Send Employee Invitations to Install the Pro Mobile App

Step-by-Step Instructions on How to Send Employee Invitations for the Pro App

The admin or supervisor can send an invitation to the new employee directly via SMS text from their phone.

  1. On the supervisor app - open Teams

  2. Select All Members

  3. Choose the person

  4. Click the โ€œInviteโ€ icon

  5. Your native text app opens to send the message.

Once the employee has been onboarded successfully, the โ€œInviteโ€ link will no longer appear on their employee profile.

2 - Send Employee Invitations by Email from Your Pro Online Account

When you add a new employee through the wizard, email is an optional field. This is a good option if your employee can't receive text messages. Just check the box "Send Mobile App Invitation Email."

How to Log In If You Can't Receive Text Messages

To log into the app, we use 2-factor authentication, which generally would be via a text message. However, employees who can't receive text messages would still enter their phone number on the login screen. Then, press the link "I can't receive text messages," and we will send the 6-digit access code to their email.

How will you know if your employees downloaded the app? Great question!

How to Know If My Employees Downloaded the App

  • Click on People in the menu list

  • Change your view to List View (near the top right)

  • Check the App Registered column

  • Green checks indicate the employee has downloaded and registered the app

Go ahead and resend invitations to employees who have not registered for the app, just like you sent it the first time.

But it's a bit different to resend invitations via email.

How to Resend App Invitations by Email

Resending the email invitation is easy. Here's how:

  • Go to the People screen

  • Click on the employee

  • Click on Profile > Troubleshooting

  • Click "Resend" under App Registration, "Mobile App email invitation has been sent."

Scan a QR Code to Download the Pro App

If you are viewing this article with your employee nearby, just have them scan this QR code to get to the app store links:

Click a Link to the App Store to Download the Pro App

Employees can also use this link to get to their app store:

Note: Since the employee hasn't downloaded the app and agreed to the terms of service, the supervisor's app should be used to send the invite, as the employee hasn't had a chance to enable messaging from us yet.

Here is our directory of Employee articles. Let us know how it is going! ๐Ÿ‘€

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