Adding Connections on Tradify

Who can use this?

Platform: Web            Plan: Pro | Plus           

 

You can add a Connection to your Tradify account. Your Connection will remain pending until they have accepted your invitation. Additionally, they'll need to accept the scheduled appointment for the appointment to appear normally in the Scheduler.

 

To get started: 

  1. Head to the 'Connections' page.
  2. Then head click 'Add a Connection'.
  3. Add there email and follow the steps from here.

 

Screen Shot 2023-08-22 at 4.36.05 PM.png

 

 

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

 

 

 

 

Was this article helpful?
1 out of 1 found this helpful

Comments

0 comments

Please sign in to leave a comment.