Who can use this feature?
Yes. You can create an invitation but not send it to the user. This is known as a Draft invitation.
To create a draft invitation:
- Follow the steps to Invite a user
- Click on Create without invitation
- Your invitation will be created but not sent.
Note: You can also create draft invitations in bulk, although this is not recommended as you will have to manually send out each invitation later on.
To see your draft invitations go to the Staff or Client menu and select Pending in the filter options. All draft invitations will be listed there.