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Sending Invites to All Clients at Once

Liscio Support avatar
Written by Liscio Support
Updated over 2 weeks ago

While sending invites individually is pretty quick, there's an even faster way to send invites to clients in bulk. Here's how to do so.

  1. Select Bulk Actions from the left-hand menu

  2. Choose Invite to Liscio

  3. Use the Select Entity and/or Select Status filters to narrow down the list

  4. Select contacts:

    • To invite all on the page: check the box next to Contact Name

    • To invite specific people: check boxes next to individual names

  5. Scroll to the bottom of the list

  6. Go to the next page and repeat the selection process. Continue until you’ve selected up to 100 contacts.

  7. Select Next Step

  8. Review your invite list

    • To remove someone, hover over their name and select the trashcan icon

  9. Select Send Invites

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