Client Invitation notifications

Modified on Mon, 2 Mar at 9:49 AM

Invite a client(s) to make a booking or purchase

The bookitLive client page allows you to invite one or multiple clients to use your software for bookings or purchases. The Client invitation email/SMS that is sent out, can be viewed and adjusted in the email & SMS template settings pages. You can use BookItLive's Merge Tags to personalize the email/SMS and set it up just the way you want it.

Sending Client invitation emails

Select the Client tab on your dashboard
Select an individual or multiple clients (or use search to filter the client list)
Select email tab
Select the "Client Invitation" Email template
Select Send email

Sending client invitation SMS

Select the Client tab on your dashboard
Select an individual or multiple clients (or use search to filter the client list)
Select SMS tab
Select the "Client Invitation" SMS template
Select Send SMS

Note: sometimes the invitation email can end up in a client's spam folder.

What we suggest is notifying your clients about the upcoming invitation through your own email system first. This way, they will know what to look out for. Alternatively use SMS invites.