Customer account invites

How to send a customer account invite

A customer account invite is an email that asks the person to create an online account (sign up) so they can use your customer booking site or app. The invite is useful when you have already set up a customer in the platform (or they have booked) and you want them to finish registration with the email you have on file.

Requirements

- You need permission to send emails in the platform (or administrator access). If you do not see the options below, your role may be restricted; ask an administrator in your organisation. - The customer should have a valid email on their profile, since the invite is tied to that contact.

Steps

1. Open Customers in the sidebar and select the customer. 2. Open the Manage menu at the top of the profile. 3. Select Send account invite. A confirmation dialog opens. It explains that you are sending an email inviting the customer to create an account, and that the customer will be notified of any wallet balances you have assigned (so they know if they have credits waiting). 4. Select Send to dispatch the email, or Cancel to close without sending. 5. On success, you will see a confirmation (for example, Account invite sent!). Note: The same Manage menu also offers Send email for other messages; that is a separate action from the account invite.

What the customer receives

The invite is sent through your Reach authentication and registration flow. The link typically takes them to a sign-up experience for your tenant (your venue’s subdomain), and may pre-fill their email so sign-up is quicker. Exact wording and branding follow your product configuration.