How to Accept a Text Message Invite

How to Accept a Text Message Invite

1. Open the text message.

2. Click on the invitation link to open it.

3. Create a password. Your password must have at least 8 characters, including one special character. Click Next.

4. Edit your name. Tap Next.

5. Add or edit your address. Tap Next

6. Add or edit your phone number. Tap the drop-down to choose your communication preference. Tap Save.

7. Tap the link to the App Store or Google Play Store to download the Liscio Mobile App. 

8. Open the app after downloading and sign in using the password you created in step 3. 

text_invite.gif

    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



      • Related Articles

      • Text Log

        The Text Log shows a record of text messages sent through Liscio by all members of your firm.  You must be a Firm Admin to access your firm's text log.  To access your firm's text log:  Click the ellipses (three dots) in the lower-left corner.  Click ...
      • How to Set Up Your Account

        Step-by-Step: 1. You will receive an invitation to join Liscio. Copy and paste the invite link into your browser. Be sure to copy the entire link. Or click the pink Activate Account button. 2. Create a password. Your password must have at least 8 ...
      • How to Notify Via Text

        Text notifications can be sent for invites into Liscio and for the initial message in a thread (but not subsequent replies to the thread).  They can be useful for important messages, such as notifying that a tax return is ready, or for getting a hold ...
      • How to Log In to Liscio

        You will need to accept your invitation and set up your Account before attempting to log in.  Learn how to do that here: How to Set Up Your Account. After setting up your Account, you will be able to log in:  1. Go to https://app.liscio.me/ or your ...
      • Karbon Integration: Set Up

        Before you can set up the Karbon integration in Liscio, Liscio Support will first need to enable Karbon in your Liscio account. Please reach out to support@liscio.me to have this done. Caution - Do not sync Karbon before we have your client data ...