How to Invite Clients to Download the Liscio Mobile App

How to Invite Clients to Download the Liscio Mobile App

Note: Invites to download the Mobile App can only be sent to contacts who have activated their accounts
  1. Click Bulk Actions on the left-hand side of the screen.
  2. Click Invite to Download App.
  3. Click Select Entity and choose the entities that you'll be inviting.
  4. Click Search.
  5. Click 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.
  6. Scroll to the bottom of the page.
  7. Click to the next page if applicable.
  8. Repeat steps 5 - 7 until you've reached 100 contacts.
  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. Click Send Invitation.



Preview of email invitation:

 Note: If text notifications are enabled, clients will receive the invite via text as well.


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