Maximising Connections with simple invitations.

In today's fast-paced world, connecting with friends, colleagues, and business contacts can feel overwhelming. With countless apps and platforms competing for our attention, finding an easy way to invite others to meet can be a challenge. Fortunately, Circleup allows you to send invitations in seconds while effortlessly tracking everything in one place.

This guide will clarify the Invitation Flow and provide strategies to enhance your connections and simplify your scheduling process.

What is Circleup?

Circleup simplifies how you invite people to meet. Whether you're hoping to catch up with a friend or network with a business contact, Circleup allows you to send invitations without the trouble of toggling between different applications.

With just a few clicks, you can quickly send out meeting requests that save time and make it easier for your contacts to book a time with you.

How to use send an invitation

Sending an invite through Circleup is simple and user-friendly. Follow these easy steps to maximise its potential:

1. Access the People Tab: Navigate to the people tab in your application.

   
   

2. Select “Meet”: Click on “Meet” next to the person you want to connect with.

   
   

3. Choose Event Types: Decide on the types of events you've already created. Options can include casual coffee meet-ups or business lunches.

   
   

4. Customise Your Message: Personalising your message can make your invitation feel more friendly. While it's optional, it can lead to a positive response.

   
   

5. Add a Location: Choose a favourite spot to grab coffee, lunch or dinner - suggest a specific location for the meeting.

   
   

6. Send the Meeting Request: Hit send, and your contact will receive your invitation via SMS or email with a link to the available time slots.

   
   

By simplifying the invitation process, you make it easier for your friends and colleagues to connect with you.

Option 2: Sharable Link for extra ease on desktop

More used to the big screen? To boost your response rates, consider using the sharable link option. This is handy if you're sharing the offers to meet up via work apps or desktop devices.

1. Navigate to the People or Events Tab: Click the + icon to start.

   
   

2. Select Invite Link: Choose the option to create an invite link.

   
   

3. Copy the Link: Select the event type(s) you want to share and copy the link.

   
   

4. Share the Link: Send this link through your preferred channels like email, Slack, Microsoft Teams, etc.

   
   

Pro Tip: Use Slack for Easy Access

If you frequently use platforms like Slack, consider sending the links to yourself and pinning them. This way, you can access these sharable links from other applications, making your invitation process even smoother and quicker.

Ideal Scenarios

The invitation flow is beneficial in various scenarios. Here are some situations where this feature truly shines:

• Quick Catch-Ups: Perfect when you want to grab coffee with a friend without spending too much time coordinating schedules.

  
  

• Networking Events: If you’re attending a conference, the Invitation Flow allows you to quickly set up meetings with fellow attendees, ensuring you make the most of your networking opportunities.

  
  

• Team Meetings: For managers, scheduling one-on-ones with team members becomes more efficient, leading to stronger workplace relationships.

  
  

• Family Gatherings: Use the Invitation Flow for planning family events, sending out invites without the back-and-forth of traditional scheduling.

  
  

Final Thoughts

In a fast-moving world, Circleup can be a valuable tool that can enhance your networking experience. By streamlining the invitation process, you can focus on what matters most—building relationships and creating meaningful connections.

Whether you choose to send a quick meeting request or utilise a sharable link, the Invitation Flow allows you to invite your contacts with ease and efficiency. Watch your connections flourish!

Happy connecting!