Add Connections on Tradify

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Topic

You can add a Connection to your Tradify account. The Connection will stay pending until they accept your invitation. They’ll also need to accept any scheduled appointments made for them before the appointment shows up as booked in the Scheduler for both of you.

Instructions

  1. Navigate to the Connections page.
  2. Select Add a Connection.
  3. Type in their email address and select Send Invitation To Connection.

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Additional Information

For more information on using Connections, check out Using Tradify Connections To Work With External Users and How To Use Tradify's Free Account.

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