• Using an invite link to allow staff to register for the app

  Create an invite link and share it with your new starters to allow them to register themselves for the app. They will then be able to download the app and log in for the first time. Along with sending this invite link to staff, it can also be incorporated into the process for new starters: Send the link to HR personnel who do not have access to the admin portal so that they can add new starters to the system without requiring access. Include the invite link in your welcome pack for those wFew readers

• Customisable invite sequence

  You can now edit the wording and times that these messages are sent 🤩 Keep reading to learn how to do this in just a few steps. ❗Just to note: Only portal users with 'Manage account settings' are able to make edits to invites. Step-by-step guide: Step 1: Head to automations on the left: [](https://downloads.intercomcdn.com/i/o/myurolee/2126816500/906950Few readers

• Your invitation sequence explained

  What are invites? Invites are a series of automated messages that encourage users to download and register for the app. The invite sequence consists of 5 messages sent over 4 weeks, using both email and SMS. Each message highlights the benefits of Care Friends and contains a link to download the app. Until a user has logged into the app, each message will be sent automatically to encourage them to register for the app, with no extra admin effort from you or your team! 💪 You can vFew readers

• Authorise one new staff member to use the app

  In order for a new member of staff to use the app, they need to be authorised on your portal by adding their name, email address, mobile number, and site (if applicable). Want to add multiple staff members at once? Click here to learn how to authorise multiple staff members to use the app. How to authorise a new member of staff - a step-by-step guide: Step 1: FromFew readers

• Sending invitations to download the app

  Once you have authorised your employees to use the app, you have the option to send them invitations to download the app by email and SMS. A series of 5 SMS and email invitations will be sent to your staff, containing a download link to download the app and log in. Learn how to send an invitation below: Sending invitations - a step-by-step guide: Step 1: Log inFew readers

• Default invite sequence

  This is the default invite sequence. Once a user is invited, the following invites will automatically be sent, with no further input required! 🤩 Want to make edits to these invites? Click HERE to find out how. ⌚At the time the invite is clicked 💬SMS Hi [first_name], [org_name] is inviting you to Care Friends – our referral and reward app! Earn points for referring great people. Quick, easy, free.Few readers

• Authorise multiple staff members to use the app

  To make registering for the app as quick, easy and secure as possible, staff are required to be authorised to use the app. To do this, you will need to upload a spreadsheet containing each staff member's: First name Surname Email address Mobile phone number Payroll ID (payroll number, NI number etc) - optional Site (if you have sites set up in your admin portal) Date of birth (if automation is set to on) DOB needs to be in format: YYYY/MM/DD Started work date (if automation isFew readers