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Inviting Clients to Liscio
Inviting Clients to Liscio
Liscio Support avatar
Written by Liscio Support
Updated this week

Invites expire after 7 days. Resend multiple expired invites at once under Bulk Actions.

You can invite contacts to join Liscio in three ways:

Send Direct Invite:

  1. Go to Contacts page.

  2. Hover over contact name.

  3. Click Send Invite icon (requires email address).

Send a Task:

When you send a task to someone not yet on Liscio, they'll automatically receive an invitation

Send a Message:

When you message someone not yet on Liscio, they'll automatically receive an invitation.

After accepting an invitation, contacts change from "Invited" to "Active" status.

Here's how your clients can accept their invitation:

  1. Activate Account: Clients receive an email invitation and click "Activate Account" or copy the link provided.

  2. Create Password: Clients set a secure password (12+ characters, special character, upper/lower case, number), then click "Next."

  3. Confirm Details: Clients review their name, add a mobile phone number, and enable text notifications by selecting "Allow Texting." Then click "Finish."

  4. Accept Terms: Clients agree to the Terms of Service by checking the box and selecting "Submit."

Pro-Tip: Clients can simplify logins by enabling one-click login through Google or Office 365.

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