Invite New Customer

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    You can invite a customer or multiple customers to your site, this allows you to add them manually to the service.

    NOTE: To invite multiple customers at once please check this article

    You may wish to further assign programs to the invited customer. To do that please check this article

    In order to invite new customer to your service please follow the next steps: 

    • Go to Customers menu on the toolbar.
    • Click on Invite Customers button. 

     

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    • Fill in Name and Email address.

     

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    • Customer will receive an email which can either be our default email template - if Email subject and Message are left blank, or you can customize it and personalize it as needed. Use {{user}} and {{password}} variables to insert new customer's credentials.
    • Then click on Send button from bottom right. 

     

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    • Newly invited customers will display in the Customers list now. 

     

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