Introduction
You can use the Dashboard to bulk invite users. To begin, go to Dashboard > Manage Portal > Invite Members. This is where you invite individual users or where you can invite multiple users simultaneously. Once you’re on the page, you can bulk invite by creating a CSV file with up to 100 users’ emails.
You can download an example CSV file by clicking on “download demo customer CSV file.”
In Addition, by checking “Add Optional Text,” you’ll be able to add additional text to include in the invitation email sent out to users.
By default, the user has up to 7 days to create their profiles after being invited. Once an employee has successfully created their account, you’ll have access to their account and all their bookings through the page Dashboard > Manage Portal > View All Members.
Tutorial
Here is a tutorial on how you can bulk-add new individual users.
