Overview
This article explains the Invites section on the Custr dashboard, covering how to manage, edit, and create invitations.
What do the Invite Statistics Mean?
On the Invites page, you’ll see the following statistics at the top of the screen:
Upcoming - Total invites made for future dates.
Today - Invites for today compared to the total.
This Month - Invites made for the current month.
Pre-Approved - Invites made for visitors already approved for the month.
How to Create an Invite
To create an invite, follow the steps below:
On your dashboard, navigate to Invites
Click the + icon
Select New Invite
Enter the invite details, category, and visitor information
Click Save
The invited visitor will then receive an email that looks like the below:
How to Edit Invites
To edit an invite, follow the steps below:
On your dashboard, navigate to Invites
Click on the invite you want to edit
Click Edit in the top right corner
Make your changes and click Save
Invites vs Pre-Approved
Invite: A one-time visit for a set date and time (e.g., interviewee).
Pre-Approved: Ongoing visits allowed from a set date, with unlimited check-ins (e.g., regular contractors or family members visiting a care home).
How an Invited Guest can Check in When They Arrive
To see how an invited guest can check in, watch the video below:
