Invite a team member to sign in

An invitation links a member's profile in your salon to their own Softalon account. Once linked, they can sign in and work in the salon with the role you gave them.

1. 1

   Step 1 of 2

   Find the member

   Go to Members and open the ⋯ menu on the member's row.

   Invite appears only for members who aren't linked to an account and don't already have a pending invitation.

2. 2

   Step 2 of 2

   Send the invitation

   Click Invite.

   You will see:

   Invitation Sent appears. The menu now shows Cancel Invite instead of Invite.

You can also send the invitation right after creating a member: click Yes, Send Invitation in the Send Invitation? dialog.

What the team member receives

Softalon emails the invitation to the member's email address.

• They already have a Softalon account: the email asks them to sign in. They also get a push notification if they turned those on.
• They don't have an account yet: the email asks them to sign up. The sign-up form has their email filled in and locked, so the account matches the invitation. This email is in your salon's language.

The invitation link in the email works for 7 days. After that, they can still accept by signing in and opening Overview, where pending invitations are listed. See Accept a salon invitation.

Resend or cancel an invitation

There's no separate resend button. To send a fresh email:

1. Open the member's ⋯ menu and click Cancel Invite.
2. Open the menu again and click Invite.

Cancelling an invitation keeps the member's profile. They just can't accept the old invitation anymore.

After they accept

When the member accepts, their profile is linked to their account. Softalon copies their name, email and phone number from their account into the profile.

• Their Email Address is now locked on the profile, because it comes from their account. The field shows This field is synced from member's account and cannot be changed.
• If they later update their name or phone number in their account, click Sync in the member's ⋯ menu to copy the changes again. A member with the User role can sync their own profile.