January Updates
New Feature: Scheduled User Invitations
Previously, sending a new user invitation triggered an immediate email with a link that expired after 24 hours. This created hurdles for administrators who set up accounts days or weeks in advance of a new hire's start date, often resulting in "link reset" requests on a new employee's first day.
With this update, you can create a user account at your convenience and ensure the activation email arrives exactly when the employee needs it.
Key benefits
Proactive onboarding: Set up accounts on Friday for a Monday morning start without the link expiring over the weekend.
Reduced support volume: Eliminate "IT trouble calls" during a new hire's first shift.
Automated timing: No need to log back in to manually "resend" invitations; BestNotes handles the delivery for you.
How it works
When creating a new user or editing an existing one in the User Details window, you will see a new scheduling section:
- Navigate to the User tab.
- Select the Schedule Invite checkbox.
- Choose a Date: Use the Invite Date field to select the day you want the invitation to be sent.
- Save: Once saved, the invitation is queued for delivery.
Note on timing: Scheduled invitations are sent at 4:00 AM CT on the date selected. This ensures the invitation is waiting in the user's inbox at the very start of their workday.
