Once you’ve invited clients to Liscio, you can easily track who has activated their account. This helps you follow up with anyone who hasn’t completed their setup.
From the Contacts Page
Use the tabs at the top of the Contacts page to check status:
All – All active (unarchived) contacts
New – Contacts who haven’t been invited yet
Invited – Contacts who’ve been sent an invite
Active – Contacts who accepted their invite
Expired – Contacts whose invite expired (invites expire after 7 days)
Archived – Contacts who’ve been deactivated
From a Contact Record
Select a Contact
Select the Details tab
Hover over the colored bubble next to their name:
Gray – Not invited
Yellow – Invited, waiting on response
Green – Active (invite accepted)
Red – Invite expired
Note: Invites expire after 7 days.
From an Account Record
Select an Account
Go to the Contacts tab
Hover over a Contact’s name to see their Contact Card
The bubble color behind their name shows activation status (same colors as above)
