Once you have created an event (click here if you need guidance on creating a new event), you will be able to invite the leads from your Lead List. 

Here is how you send invitations to your leads:

1. Navigate to your Events (click on the "Events" tab on the left-side navigation bar). 

2. Locate the Event you want to work with on your event list and click the "Manage" button. 

3. There you will find the "Send Invites" tab. Click on it and you will be able to follow the invitation steps. Note, if you want leads to sign up for specific time slots, you will need to set those up first. Click here to see how. 

4. Select the leads you want to invite. Once you have selected all the leads you want to send an invitation to, click the red "Next" button in the upper right corner.

5. Select any team members you want to invite (note this is not required). Once you have selected those team members you want to invite, click the red "Next" button in the upper right corner.

6. Confirm your guests. This is where you will double check to make sure you have the correct people on your list to invite. If you need to make changes, you can always click the "back" button to return to the invitation phases. Once you have the correct individuals selected, click the red "Next" button in the upper right corner.

7. Craft your custom invitations. You can send either an email, text, or both types of invitation. Note, you must have a phone number setup to send a text invite, click here to learn how.

Important things to know:

For someone to RSVP, you must have the "Event Form Link" in your invitation. It is pre-inserted into your email and text invitation. If you alter or remove the hyperlinked "Click Here" next to "Event Form Link", your guests will not be able to RSVP. See screenshot below.

Summary

This article walks you through how to invite your leads and team members to your Event.