Results for “Invite my team”
13 articles
- Invite your teamInvite the people you work with so they can review reports, manage forms and see clients' answers. Each person gets an email with a link to join your firm. Before you start You need to be an owner…
- Emails OneForm sends for you…Workflow emails When a workflow's email action runs On Form invite When an app connected through the OneForm API asks to send someone a form On Payment received When a client pays for a report…
- When you reach a plan limitTeam members Everyone on the team counts, and so does every open invite until it's accepted, revoked or expires. When you have no room, you can't send another invite. To make room, click Revoke on…
- Fix sign-in problemsAn invite link from your team doesn't work. Likely causes, most common first The sign-in email is in spam , or went to a different address than the one you use for OneForm. The link expired or was…
- Change or cancel your planYou can't go below the number your team and open invites need. To free a seat, remove someone or click Revoke next to an open invite on Firm → Team . Why does Billing say my last payment failed?…
- Connect your calendar for bookingsGoogle Calendar can add Google Meet links, and Outlook can add Teams meetings. See Add video meetings . Renaming or disconnecting an account is on the Integrations page. Click Manage next to the…
- Leave a firm or delete your accountTo come back, someone on its team has to invite you again. Any AI agents you connected to that firm lose access too. Delete your account Go to Profile . Under Delete my account , click Delete my…
- Connect Outlook Calendar and Teams meetingsCalls set to Microsoft Teams get a Teams meeting of their own. Before you start Outlook.com and Microsoft 365 work or school accounts can both connect a calendar. Teams meeting links need a work or…
- Set up your firmIf someone invited you to an existing firm, you only see About you (and Set a password if you signed in with an email link). Go through setup Setup opens on its own after you confirm your email. To…
- Add video meetings to callsMicrosoft Teams comes with Outlook or Microsoft 365, on a work or school account. Zoom needs your Zoom account. See Zoom for OneForm . Pick the video tool for new booking pages Go to Bookings →…
- Fix calendar sync and double bookingsBooked calls have no Google Meet, Teams or Zoom link. Times on your booking page are an hour or more off. Likely causes, most common first The meeting is on a calendar OneForm doesn't check. OneForm…
- Offer a call after a formLet people book a call on a form's thank-you screen, for everyone or only for the people who are a good fit.
- Create a booking pageLocation: choose where you meet: Google Meet , Microsoft Teams , Zoom , Phone call , In person or Your own link . Availability: keep My usual hours , or choose Hours just for this page . Questions:…