Manually Accepting Customer Invites

If you have created one or more invite codes that do not auto accept customers, you will need to screen the received invites on the Invite Codes page.

You will receive a notification when there is a new invite. Additionally, the number of new invites will appear next to the words Invite Codes in the sidebar menu. Follow these steps to accept or reject new invites:

1.

Select Invite Codes from the sidebar menu. The Invite Codes page appears. Controls for pending invites are in the upper-left corner of the page.

2.

If you want to accept all the pending invites, click the ACCEPT ALL button.

If you would rather review the invites individually:

a.

Click Pending Invites. The list of all pending invites will appear below.

b.

In the Actions column, approve or reject each invite by clicking the check mark (approve) or the X (reject).

3.

Once approved, the new customer will be listed on the Customers page.

HIDDEN ACTIONS: If your web browser window is not very wide, you may not see the icons in the Actions column. Instead, there will be a blue plus sign to the left of the invite code. Select this icon to display the remaining options.