Your firm controls when your clients are invited. You can send invitations in a few different ways.
Any Contact with an email address can be sent an invitation.
Invites expire after 7 days. To resend multiple expired invites at once under Bulk Actions.
Ways to Invite Clients
Send a Direct Invite
Go to the Contacts page in the left-hand menu
Hover over the contact’s name
Select the Send Invite icon
Send a Task
If you send a Task to someone who isn’t on Liscio, they’ll automatically get an invite.
Send a Message
Same goes for Messages—if the contact hasn’t joined Liscio yet, they’ll be invited automatically.
After accepting the invite, their status will change from Invited to Active.
What Your Clients See
Here’s how clients activate their account:
Activate Account: They receive an email and select Activate Account or copy the link
Create Password: Must be at least 12 characters, including a number, special character, and upper/lowercase letters
Select Next
Confirm Details: Review name, add mobile number
(Optional) Turn on text notifications by selecting Allow Texting
Select Finish
Accept Terms: Check the box to agree to the Terms of Service
Select Submit
Pro-Tip: Clients can simplify logins by enabling one-click login through Google or Office 365.