Sending Invites to All Clients at Once
- Click Bulk Actions on the left-hand navigation.
- Click Invite to Liscio.
- Use the Select Entity and/or Select Status filters to product a specific list of clients.
- 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
- Scroll to the bottom of the page.
- Click to the next page of Contacts to continue selecting clients.
- Repeat steps 5 - 7 until you've reached 100 contacts
- Click Next Step
- 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.
- Click Send Invites
Related Articles: How to Invite Contacts (one at a time) | How to Tell if a Contact is Invited: Activation Status
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