Clients
Resend or cancel an invitation
Admins & staff
Send a pending or expired client invitation again with a fresh link, or cancel one you no longer want.
Where:SidebarClientsInviteView Sent Invitations
- Select Clients in the sidebar.
- Select Invite, then View Sent Invitations.
- Use the filter at the top to show All, Pending, Accepted or Cancelled invitations. To find an expired invitation, use All or Pending, because the Expired filter does not list them.
- Select the three dots beside the invitation.
- To send it again, choose Resend, then select Resend to confirm.
- To cancel it, choose Cancel, then select Cancel Invitation to confirm.
Good to know
- Resending creates a new link and extends the expiry, so the old link stops working.
- You can cancel only a pending invitation that has not expired, and you cannot resend a cancelled one.
- Resending an SMS invitation needs SMS credits available.
Related
- Invite a client by email or SMSSend a client a link to fill in their own details, with a task template applied if you choose one.
- Invite a client in personHand your phone to a client so they can enter their own number or email and get their invitation link.