Invitation Codes

Unique invitation codes can be generated to link clients to a specific contract and product price, either by creating unassigned invitation codes that can be distributed to participants to book an appointment or by generating individual participant codes within a contract.

To generate unassigned Invitation Codes:

• Click on your name on the top right hand corner > select Contract Management > select the required organisation > click on the Contract Name > click on Invitation Codes > click on Generate Codes
• Complete the required information:
  • Quantity - the number of codes you wish to generate.
  • Code width - select the required code width between 6 and 20.  Note the number of characters will be in addition to the Invitation Prefix.
  • Price - select the price to be assigned to the invitation codes.
• Click on Generate
• Use the three dot action menu to Open Product, View, Edit or Delete an invitation code.
• To generate additional codes > click on Generate Codes
• To download a CSV file of all contract invitation codes > click on Download CSV

To generate a single Invitation Code for a Participant within a Contract

• To open the Manage Participants page, click on your name on the top right hand corner > select Contract Management > select the required organisation > click on the Contract Name > click on Participants.
• Click on Generate Code > select a code width and assign a product price > click on Generate.

To generate invitation codes and assign to Participants within a Contract

Invitation codes can be created for a list of Participants within a contract.  A CSV of the participant list will need to be downloaded, add the price code for participants to the CSV file and re-upload the file.

• To open the Manage Participants page, click on your name on the top right hand corner > select Contract Management > select the required organisation > click on the Contract Name > click on Participants > Download CSV
• Open the CSV file and add an accepted value in the Price Code field for each participant you want an invitation code generated for.
• Save the file as a CSV
• Click on Choose File > select file > click on Upload
• Any issues  listed on the CSV Import Validation page, must be correct to enable import.
• If there are no issues / when issues are resolved > click on Complete Import
• Invitation codes will be displayed when the CSV file  is successfully imported.
• Click on Download CSV to generate a CSV file of participant data including their invitation codes.