There are two ways to invite clients to Liscio:
Use the invite function in the Contacts list -
- Click Contacts
- Hover over the contact you would like to invite
- Click the Invite icon on the far right of the contact record (NOTE: the icon only appears if the Contact has an email address)
Send a task to the Contact -
Whenever a task is sent to a Contact in Liscio, the system checks to see if the Contact is a new user. If so, Liscio automatically sends an invitation email as well as the task.
Note: When a client accepts the invitation, the client’s Contact status changes from “Invited” to “Active” in the “Contacts” tab.