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Invite someone to a Track

Inviting someone to a Track can be done in different ways. Below we explain the method step by step.

Caroline Fornhoff avatar
Written by Caroline Fornhoff
Updated over a year ago

You have two options for inviting a Trackee or a Track Leader. Follow one of the two steps to the end to successfully add a user.

Send a URL invite

  1. Go to Track settings or Invite users

  2. Click on New Link under Invite Trackees to invite a coachee or under Invite Track Leaders to invite a fellow coach

  3. 'To turn on'

  4. To copy

  5. Send to the person who should be invited

Read more about URL invitations in this article.

Invite with an email address

  1. Go to Track settings or Invite users

  2. Enter first name, last name and email address.

  3. Click on '+' and choose the role (Trackee for a coachee, Track Leader for a fellow coach)

  4. Click on 'Send invitation'

When do you know when an invitation has been accepted?

You will then see this under 'Users in the Track'. You can also set up an automation so that you receive an email when an invitation has been accepted. So easy!

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