Adding links to your Requests are a powerful way to allow your contacts to access external services you use.

In this Guide

  • Setup links in your Request Descriptions

1. Open an existing Invite/Template/create a new Invite

2. Either click into the new Request title, to reveal the Request Editor, OR, Click the Edit Pencil to edit the Request

3. Enter a clear description for the Request that explains what you require, and any specifics the client should be aware of

4. Paste your URL into the Request description, and highlight the URL you'd like to link

Tip: You can also enter text such as Click this link and turn the text into a Hyperlink too

5. Click the Hyperlink icon in the toolbar and Enter the exact URL for the service i.e.

6. The text will now appear as a hyperlink, that the contact can click

📝 Note: If setting up links for Multiple contacts, on the same Invite, they will require their own Request assigned to them

1. Either create a new Request or use the Copy function to duplicate the previously made Request (to save starting from scratch)

2. Update the Request description/link of this new Request using the previous steps

3. Click the Edit Pencil ✎ beside Everyone on each Request,

4. Choose the Only selected contacts option, under Please select who will receive this request,

5. Check the correct Contact for that Request

5. Repeat these steps for each Contact

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