Send Worker an Invite

Introduction

Workers need to be invited to SocialSchedules by their employer to activate their account. To be invited, workers must have a valid phone number set against their profile.

Process

Navigate to Main Menu > Network and find the worker you wish to invite.

Workers can have one of four statuses:

Click on the worker to bring up the employee profile page.

Next, click the 'Send invite' button at the top of the screen. This button will only appear for workers who are not yet connected to the company. (Invites can be re-issued to workers who have already been invited but not yet connected.)

Enter the worker's phone number if not already populated and click 'Send Invite'.

This automatically sends a text message to the worker's mobile phone with instructions on how to activate their SocialSchedules account and connect to the company. They will also be able to log-in to the SocialSchedules mobile app using their phone number as their log-in.

Worker does not receive SMS invitation

There may be instances where a worker reports that they have not received the SMS invitation. In this scenario, the worker is still able to activate their account without having received the SMS. Here's how.

New employees will still need to be created as normal from the Network screen with First Name, Last Name and Mobile Number. This automatically puts them into an 'invited' status, and the SMS invitation is sent. Employees do not need to receive the SMS invitation to be able to activate their account by following these steps;