Assigning an ad hoc DropSlot invitation to a member

There are several ways to assign a DropSlot invitation to a member. These are fully described in the Creating and managing DropSlot consultations article. This article focuses specifically on manually adding an ad hoc invitation via the Calls & Consultations tab on a member record.

To assign an ad hoc DropSlot invitation to a member, follow these steps:

1. Navigate to the Calls & Consultations tab on the member record.
2. Click the Issue invitation button at the top of the tab. This will open the pop-up Issue Invitation window.

3. Select the event that you wish to issue the invitation for from the Issue invitation for drop-down list.
4. Click the Issue invitation button in the pop-up window.

The invitation will be issued immediately and will appear in the Pending Invitations section of the Calls & Consultations tab.

If the invitation does not show, click the Refresh button at the top of the form (as opposed to the browser refresh button).

Level-up Tip

If you are assigning invitations to members on a recurring basis, use a DropSlot schedule to save yourself time.