Inviting Unregistered Members to the Hub

Customer Success Advisor
Customer Success Advisor
  • Updated

There are two ways to invite new members to the Hub: 

1) Invite with email:

Navigate to the member's profile, then: 

  1. Click Send Invite (or Re-Send Invite

    Screen_Shot_2021-10-12_at_4.34.40_PM.png

  2. Input your member's preferred email address

    Screen_Shot_2021-10-12_at_1.57.50_PM.png

  3. Click Send Invite

    Screen_Shot_2021-10-12_at_1.58.48_PM.png

  4. Your member will receive an invitation that looks like this and will be able to complete their registration by clicking Accept Invite. 

Screen_Shot_2021-10-12_at_2.02.42_PM.png

    • Please Note: Your photo and business branding will be prominent on the email so be sure your profile photo is up to date. If you do not have a photo your initials will be used. To add or modify your photo simply click on your name in the top right corner of your Hub.               

      Screen_Shot_2021-10-14_at_9.28.54_AM.png

After your member successfully completes their registration, their account will be updated and the Send Invite button will no longer be applicable.

Screen_Shot_2021-10-13_at_9.01.09_PM.png

 

2) Invite with link:

Navigate to the member's profile, then: 

    1. Click Send Invite (or Re-Send Invite

      Screen_Shot_2021-10-12_at_4.34.40_PM.png

    2. Click Copy Invite Link 

      Send_Invite_-_Copy_Link.gif

    3. Paste the member's link into your own outside email or text messaging service.