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Venue Setup Step 6: Invite Your Team

Adding clients in Sho-Soft helps you keep all customer information organized, making it easier to manage communications, bookings, and long-term relationships.

How to Invite your Team 

  1. Click the Start button next to Invite Your Team on the setup list pop-up (bottom right corner).
  2. On the  Team Members page, your name and information will already be pre-populated.



  3. Click the yellow Invite Team Member button on the page.
  4. Enter one or more email addresses for all the team members you want to invite. 
  5. Select the Role for the team member/s you are inviting from the drop down. 
    • Venue Owner
    • Event Manager
    • Accountant

  6. Click Send Invitation.
    • Your team members will receive an email invitation and follow the steps to set up their individual accounts. 

Next Steps

Review team member roles and permissions in Sho-Soft to assign roles and grant permissions appropriately

Find out how invitations work with team member invitations and sign-up

Add/edit/delete team members anytime on the team members page

See how to set up email notification configurations for your team members 

Begin event detup by following the event setup list