Auto-invites automatically send Zingage onboarding invitations to eligible caregivers and continue inviting new hires after launch.

🎥Walkthrough: Scheduling Auto Invites For Launch

Before launching

• Complete Basic Setup.

• Connect and fund the wallet.

• Invite the administrative team.

• Configure the Goal Center and required workflows.

Create the invitation

• Open Schedule Auto Invites from the Getting Started checklist.

• Use the default invitation message or enter a custom welcome message.

• Choose how many completed visits a caregiver must have before receiving the invitation.

• Select Next.

Put the workflow on autopilot

• Select Put on Autopilot.

• Choose the employee group, typically All Employees.

• Set the workflow to check for eligible employees every one day.

• Choose the start date, time, and time zone.

• Select Put on Autopilot to activate the workflow.

How ongoing invitations work

• Zingage checks the selected group at the configured cadence.

• New caregivers who sync from the EMR and meet the visit requirement receive an invitation automatically.

• The invitation is delivered by email and text using the configured message.

Edit or pause the workflow

• Go to Settings > Company Settings > Invite Settings.

• Edit the welcome message or visit requirement.

• Pause, resume, or cancel the workflow.

• The original cadence remains in place unless it is changed.

Understand overlapping groups

• An All Employees workflow applies to every caregiver in that group and may override the practical effect of narrower group settings.

• Pause the broader workflow when a smaller group needs a different message or visit requirement.

• Review all active invite workflows to avoid conflicting rules.

Add invitation restrictions

• Use the restriction list for records that remain in the EMR but should not receive Zingage access.

• Add the applicable email pattern, name, or profile information, then save the settings.

• This video: Updates on Auto-Invite Settings goes in depth on that feature