Invite co-workers

There are several ways that you can invite your co-worker to your business: Email, Text Message, or from your Contact List. Anyone who has been added to your business can add additional members.

You can also invite people within and outside of your business in the same way, as you have their email address or phone number. However, just keep in mind that they would have access to the staff directory and All Team group. If you don't invite them to any of the other groups, they won't be able to see the conversations in them or participate.

App:

Inviting from your Contact List

  1. Click on the Account icon on the lower right of the app.
  2. Click on Invite from Your Contacts option at the top
  3. Click on the red Connect My Contacts button to allow the app to access your contacts
  4. Click on a name. It will ask you to confirm the name for your contact. Edit the name if you’d like, then click on Select. Add more people to your contact list.
  5. Once you’ve added all the people you want to invite to your contact list, click on the red Invite button. They will receive a text message to join.
  6. You will see a notification that your request was sent

Inviting by Text Message

  1. Click on the Account icon on the lower left of the app.
  2. Click on the Invite by Text Message option at the top
  3. You will automatically be taken to your messages where a pre-populated message will appear.
  4. Type in the names or numbers of the contacts who you want to invite and hit send.
  5. Each person will receive this message with a link to click on to join: I’ve added you to our [Business Name] Coast group on Townsquared Coast- simplified communication for our small business.
  6. When someone clicks on the link to set up their profile, they will be directed to a screen with your business name and photo and directions to add their phone number to receive messages.

Inviting by Email:

  1. Click on the Account icon on the lower left of the app.