Custom Form Invitations Add-On

Send invitations to users to update their information using custom forms.

About the Custom Form Invitations Add-On

This add-on allows you to send an invitation to clients and employees to update their existing profile through a custom form.

  • Allow active and prospective users to update their profiles through custom forms.
  • Customize the expiry date for each invitation.
  • View the status of a form to confirm if a user has updated their information.
  • Collect credit card details after profiles have already been created.
Custom form invitations screenshot - select recipientsCustom form invitations screenshot - view sent invitations


Our Custom Form Invitations Add-On makes it very easy to ensure that client and employee records are always up-to-date. It’s a great time saver for busy companies since the only effort involved is sending the invite to the relevant user.

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