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Sending Invites to All Clients at Once
Sending Invites to All Clients at Once
Liscio Support avatar
Written by Liscio Support
Updated over a month ago

  1. Select Bulk Actions in the Left-Hand Menu.

  2. Select Invite to Liscio.

  3. Use the Select Entity and/or Select Status filters to product a specific list of clients.

  4. Select the checkbox next to Contact Name if you'd like to select all users on the first page of the list OR Click the checkbox next to specific contacts if you'd like to select specific users

  5. Scroll to the bottom of the page.

  6. Navigate to the next page of Contacts to continue selecting clients.

  7. Repeat steps 5 - 7 until you've reached 100 contacts

  8. Select Next Step

  9. Review the list of invites to be sent. If you need to remove a user from the list of invites, hover over the contact and click the trashcan icon.

  10. Select Send Invites

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