Add a user to Ruuster from Follow Up Boss

You can invite a person from Follow Up Boss into Ruuster without leaving their record: open the Ruuster panel on their FUB profile and click Send App Invite on the invite row. Their name, email address, and phone number are taken from the FUB record automatically, and the person receives an invitation to download the app and create an account.

Quick steps

1. Open the panel: open the person's record in Follow Up Boss and find the Ruuster embedded panel on the right side.
2. Send the invite: while the person is not yet registered, the panel shows an invite row titled "Invite {name} to the app". Click Send App Invite.

Detailed instructions

Step 1: Open the Ruuster panel

Open the contact's record within Follow Up Boss. The Ruuster panel appears on the right side of the profile; expand it if it is collapsed.

Step 2: Send the invitation

Use the invite row near the top of the panel and click Send App Invite. There is nothing to type: the invitation uses the first name, last name, email address, and phone number already on the person's FUB record, so check those are correct before you send. The user will receive an invitation to download the app and create an account.

Step 3: Resend if needed

Once sent, the row reads "App invite sent" with the date, and the button becomes Resend App Invite until the person accepts.

Good to know

• The invite row only appears while the person is unregistered. Once they create their account, it goes away on its own.
• To add many people at once, use the Ruuster tag instead; see Add users to Ruuster.
• The panel already shows the person's searches and activity even before they register, so you can set up alerts for them while the invitation is pending.

FAQ

The person never got the invitation. What do I check?

Confirm the email address and phone number on their FUB record match how the person wants to be reached, then click Resend App Invite on the same row.

The panel says "This contact isn't linked to Ruuster yet." How do I invite them?

That contact is not in Ruuster at all, so there is no invite row. Click Invite Client. A form opens in the panel with their details from FUB filled in; check them and click Send invitation.

Can I invite someone who is already tagged with "Ruuster"?

If they are already in Ruuster but not registered, the invite row is still there; sending an invitation from it is the right move.

Still need help? Reach out to us at helpme@ruuster.com and we'd be happy to assist!