Overview

There are 2 ways to invite clients to use your app: 

1. The first is to send a client an invitation link where they can download the app, this requires knowing and entering the client's contact information. 

2. The second way is to share your landing page URL with clients and allow them to use the page links to download the app and sign up, this is easier if you do not have all the client’s contact information.

Note: Using a CRM like Follow Up Boss or Sierra to manage your clients? See our Integrations articles to learn about viewing your app information and managing clients without leaving your CRM dashboard.

Send an Invite Link

On a mobile device, hit the menu button in the top right. 

For desktops, look at the left navigation bar. Click Invite a New Client.

On the new page, enter the client: 

• First Name

• Last Name

• Email

• Phone Number

All of the fields are required. When you’re done, click Send invitation. 

The client will receive an invitation to download the app and sign on as one of your clients. 

Share Your Landing Page

Rather than sending a link to clients and entering their contact information, you can send them your landing page URL. When clients open the landing page, they’ll be prompted to enter their information and download the app. When clients sign up using your landing page, they are automatically added as your clients. 

To share your landing page URL, follow the steps below.

On a mobile device, hit the menu button in the top right. 

For desktops, look at the left navigation bar. Click Account Settings at the bottom.

At the top of the Account Settings page is your landing page address. Copy the URL to send to clients or use on business cards. 

On your landing page, clients will be prompted to enter their phone number to receive an app download link or they can choose to download the app from the appropriate app store.

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