Hi Valerie! When you log onto the platform, you should see an Invite Businesses button in the right margin of the page (website version). Click that button, and it will bring you to a page that says See your existing referral opportunities. Click More Options, and it will reveal a list of icons you could select to invite your client. If none are good options for you, see the envelope icon. If you choose that one, you can enter your client's email and click Send Invites. Here is a link that references how also: https://support.alignable.com/hc/en-us/articles....
If you go to the My Business tab at the top and click on the arrow, you have a selection to invite them to Alignable via email. They can use that to set up their Alignable account.
Answers (1-5)
Hi Valerie! When you log onto the platform, you should see an Invite Businesses button in the right margin of the page (website version). Click that button, and it will bring you to a page that says See your existing referral opportunities. Click More Options, and it will reveal a list of icons you could select to invite your client. If none are good options for you, see the envelope icon. If you choose that one, you can enter your client's email and click Send Invites. Here is a link that references how also: https://support.alignable.com/hc/en-us/articles....
I hope this helps!
Ohhh. Now that’s an idea. I will see if that works. Smart
If you go to the My Business tab at the top and click on the arrow, you have a selection to invite them to Alignable via email. They can use that to set up their Alignable account.
Hello Larry. This is not for me. I’m very active on Alignable. It’s for a client
What about under the new vendor marketplace?