> ## Documentation Index
> Fetch the complete documentation index at: https://docs.slant.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Sending invitations

> Invite a client or prospect to complete an intake form, with automatic reminders until they submit.

An invitation sends a client or prospect a personal, secure link to complete a form. The form comes prefilled with what Slant already has on file, and automatic reminders can follow up until they submit.

<Note>
  Invitations require a published form, and at least one person in the household needs an email address on their record.
</Note>

## Send an invitation

<Steps>
  <Step title="Start the invitation">
    On the **Invitations** tab, click **New invitation** — or click **Send invitation** on a form's detail page.
  </Step>

  <Step title="Choose the form and recipient">
    Select a published form and the client or prospect. The preview on the right shows the form filled in with that household's information.
  </Step>

  <Step title="Choose how to send it">
    Under **Send from**, keep the Slant email address (recommended — it supports automatic reminders) or select your connected email account to send from your own address.
  </Step>

  <Step title="Click Next" />

  <Step title="Review the email and reminders">
    Adjust the form name, choose which household members receive the email (To, CC, BCC, or None — at least one To recipient is required), choose whether to copy yourself, and set the reminder settings. Sending from your own address lets you edit the subject and message.
  </Step>

  <Step title="Click Send invitation" />
</Steps>

The invitation appears on the **Invitations** tab with an **Open** status, and its detail page opens to show delivery activity.

<Note>
  Sending from your own email requires a send-capable connected account — see [Email and calendar integrations](/setting-up-slant/integrations/email-and-calendar).
</Note>

## Other ways to send a form

You don't have to start from the Intake forms page:

* **From a household** — on a client or prospect page, open the **⋮** menu and select **Send form**. The invitation flow opens with that household already selected. Not available for past clients.
* **From chat** — ask [Book chat](/dashboard/book-chat) or a [household's chat](/records/households/chat) to send a form, for example "Send the client intake form to the Smiths."

Each household's **Records** tab also shows an **Intake forms** section listing the invitations and submissions for that household, linked to their detail pages.

## Automatic reminders

Reminders nudge the recipient by email until they submit. They're available when sending from the Slant email address — choosing your connected email turns automatic reminders off for that invitation. On the review step, the **Automatic reminders** toggle is on by default with two settings:

* **Business days between reminders** — 1 to 30 days (default 3)
* **Maximum reminders** — 1 to 10 reminders (default 3)

Reminders send on business days in your book's timezone and stop automatically when the form is submitted or the invitation is revoked. To cancel a single upcoming reminder, open the invitation's detail page, click the **⋮** menu next to the scheduled reminder, and select **Cancel reminder**.

## Track an invitation

Click an invitation on the **Invitations** tab to open its detail page. The **Activity and reminders** timeline shows everything that has happened and what's scheduled next:

* When the invitation was created and sent, and from which address
* When the recipient viewed the form and when they submitted it
* Each reminder — sent, scheduled, or canceled
* Delivery problems, if an email couldn't be sent

The page also has a **Copy link** button for the recipient's invitation link, so you can resend it yourself if the email was missed.

Each invitation has one of four statuses:

| Status        | Meaning                                                                                                   |
| ------------- | --------------------------------------------------------------------------------------------------------- |
| **Open**      | Waiting on the recipient                                                                                  |
| **Submitted** | The form was completed — review it on the [Submissions tab](/platform/intake-forms/reviewing-submissions) |
| **Revoked**   | You canceled the invitation; its link no longer works                                                     |
| **Expired**   | The invitation reached its expiration date before submission                                              |

## Revoke an invitation

On the invitation's detail page, click **Revoke** and confirm.

<Warning>
  The recipient's link stops working immediately and all automatic reminders stop. Send a new invitation if they still need to complete the form.
</Warning>

## FAQ

<AccordionGroup>
  <Accordion title="Can I send one invitation to both spouses?">
    Yes. On the review step, set each household member to To, CC, BCC, or None — anyone included on the email can open the link and verify with their own email address. The form covers household questions in one place.
  </Accordion>

  <Accordion title="Why can't I select my form in the invitation flow?">
    Only published forms built for clients and prospects can be sent as invitations. Publish the form first, and check that it isn't archived.
  </Accordion>

  <Accordion title="Why is a client grayed out in the recipient list?">
    No one in the household has an email address on file. Add an email to a household member's record, then send the invitation.
  </Accordion>

  <Accordion title="Can I resend an invitation email?">
    There's no resend button, but you can copy the invitation link from the detail page and send it yourself, or revoke the invitation and send a new one.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="What clients see" icon="eye" href="/platform/intake-forms/what-clients-see">
    The recipient's experience, from email to submission.
  </Card>

  <Card title="Reviewing submissions" icon="inbox" href="/platform/intake-forms/reviewing-submissions">
    Review and apply completed forms.
  </Card>
</CardGroup>