Wealthbox users sometimes encounter challenges with email invitations not being successfully delivered or links failing to work as expected. This guide provides troubleshooting steps to resolve common invitation-related issues effectively.

Introduction to Email Invitations in Wealthbox

Wealthbox enables users to seamlessly invite team members, clients, or external contacts to join events or access accounts via email invitations. However, technical issues can occasionally disrupt the delivery or functionality of these invitations.

Common Issues and Their Resolutions

1. Invitation Email Not Received

If a new user or employee does not receive their invitation email, the issue may stem from a "bounce error," which indicates that the email could not be delivered. Here are the steps to address this:

• Verify if the email address associated with the user you invited is correct.
• Attempt to resend the invitation.
• If the user still doesn’t receive the invite, reach out to our support team to check for any errors with that invitation's delivery.

2. Clients Not Receiving Calendar Invitations

When including clients in Wealthbox calendar events, ensure you check the "invitation" box during the event creation process. This box must be selected to trigger the email invitation to the clients.

• Confirm that this box is selected to send the invitation.

3. Invitation Link Does Not Work

Sometimes, users report issues with invitation links showing an error code or being blocked. To address this:

• Follow the standard invitation troubleshooting guidelines, which may involve resending the link.
• If more than one invitation has been sent, make sure the invited user is clicking the link in the most recent email they've received.

Additional Tips

• Ensure recipients check their spam or junk folder for the missing invitation emails.
• Double-check the recipient’s email address for typos or errors before resending invites.
• Make sure you are logged in with proper permissions to send invitations within the Wealthbox system.

When to Contact Support

If the issue persists despite following these steps, reach out to Wealthbox support. Provide specific details such as the email addresses involved, the error messages received, and any actions already taken to resolve the problem. This will help support teams diagnose and fix the issue more efficiently.