NEW! SMS/Email Invite options when adding a new client account

When creating a client account in the Online Calendar or Cojilio Business App, you can now choose how and if they receive their account invite which includes their login credentials.

How to: Send an SMS/Email Invite when creating a Client Account in the Online Calendar

Login to the Online Calendar

• Click the + New Appointment button in the bottom right-hand side
• In top right-hand side of the New Appointment screen, click + Add a client

• Fill out the client’s profile information

  • • First Name
    • Last Name
    • Email
    • Phone Number
• Once an Email Address and/or Phone Number is entered, the invite options will be enabled
• If you would like the client to receive an Email Invite containing their login credentials, leave the "Send this customer a welcome Email" option selected (checked on)
• If you would like the client to receive an SMS Invite containing their login credentials, leave the "Send this customer a welcome SMS" option selected (checked on)
  • If the client has an Email Address and Phone Number and you would like them to receive both an SMS and Email Invite, leave both options selected
• If you do not want the client to receive an Email/SMS Invite, leave the option de-selected (checked off)

How to: Send an SMS/Email Invite when creating a Client Account in the Business App

Login to the Cojilio Business App (iOS) / Cojilio Business App (Android)

• Click the icon in the bottom menu
  • Click the icon to add a new client

• Fill out the client’s profile information

  • • First Name
    • Last Name
    • Email
    • Phone Number
• Once an Email Address and/or Phone Number is entered, the invite options will be enabled
• If you would like the client to receive an Email Invite containing their login credentials, leave the "Send this customer a welcome Email" option selected (checked on)
• If you would like the client to receive an SMS Invite containing their login credentials, leave the "Send this customer a welcome SMS" option selected (checked on)
  • If the client has an Email Address and Phone Number and you would like them to receive both an SMS and Email Invite, leave both options selected
• If you do not want the client to receive an Email/SMS Invite, leave the option de-selected (checked off)