Add Connections on Tradify

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.
   
   

Note: Each email address can appear only once in your Connections list. If you see a message that the person is already added, their email is on your list as a pending invitation or a deactivated connection (including those added by other users on your account). Deactivated connections remain on your list and cannot be re-invited with the same email. To invite them again, follow the steps in How To Reactivate A Connection.

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.