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Inviting Users to a Freed Group Plan (Invite Link)

Overview

Group Invite Links allow admins to invite multiple clinicians at once — useful when adding a large number of users without entering email addresses individually.

How the Group Invite Link Works

1. Admin Copies the Group Invite Link

  • Admins can copy the invite link directly from within the Freed app: open the sidebar, click the gear icon (Settings), go to Members under Team and Access, click Invite members, then click Copy invite link.

  • Once copied, share the link with the clinicians you want to invite to the Group Plan.

2. Admin Sends the Link to Clinicians

  • The Admin must share the link with members via email, internal messaging, or any other preferred communication method.

  • Clinicians receiving the link will use it to join the Group Plan.

3. Clinician Clicks the Link & Signs Up

When a clinician clicks the link, they are directed to Freed's Sign Up page. There are two possible scenarios:


Scenario 1: User Already Has a Freed Account

If the clinician already has a Freed account (either as a trial user or a paid individual subscriber), they will follow one of these paths:

A. User is Already Logged In

  • When they click the Group Invite Link, the "Joining Group Subscription" modal will appear.

  • They simply click "Join", and they are now part of the Group Plan.

  • Once they join, their account will be linked to the group plan, and they will appear in the Members list.

B. User is Not Logged In

  • Clicking the Group Invite Link will take them to the Sign Up page.

  • They should select "Already have an account? Sign In" and log in.

  • Ensure to log in using the same email address that received the invitation to avoid any account mismatch.

  • After logging in, the "Joining Group Subscription" modal will appear.

  • They click "Join", and they are successfully added to the Group Plan.

For Existing Paid Individual Subscribers

  • If they subscribed directly through Freed, their Individual Plan will be canceled, and they will receive a prorated refund automatically.

  • All notes, settings, and formats remain intact—only the billing transitions.

  • If they subscribed via the Apple App Store or Google Play Store, they must manually cancel their subscription, as Freed does not manage third-party billing.


Scenario 2: User Does Not Have a Freed Account

If the clinician does not have an existing Freed account:

  • Clicking the Group Invite Link will take them to the Sign Up page.

  • They should create a new account and complete the onboarding questions.

  • Once their account is created, they will immediately see the "Joining Group Subscription" pop-up.

  • They click "Join", and they are successfully added to the Group Plan.


Final Notes

  • This process ensures that users can easily and efficiently join the Group Plan without requiring admins to manually enter multiple email addresses.

  • For individual subscribers transitioning to a Group Plan, all data (notes, settings, formats) remains intact, with only the billing method changing.

  • Admins should communicate the importance of manually canceling App Store/Google Play subscriptions if applicable.

Why a clinician might not be able to join

If a clinician clicks the invite link and cannot join, the dialog explains why. The most common reasons are:

  • Their subscription is billed through the Apple App Store or Google Play. Freed cannot manage third-party billing, so they must cancel in the store and wait for the term to expire before joining.

  • They are already a paid member of another Freed group.

  • They have a paid individual plan and your group is still on a trial. Paid users can only join a paid group.

  • They are on a group trial that already has other members or pending invites.

If none of these apply, contact [email protected]. To re-copy a current invite link, go to Settings → Team and Access → Members → Invite members → Copy invite link.

Troubleshooting Common Issues

  • Ensure You Receive the Email Invitation: Verify that the group admin has sent the email invitation to the appropriate address. Contact the admin if necessary.

  • Verify Email Account Matches the Invitation: Ensure you are logged into the Freed account associated with the invitation email. If using multiple Freed accounts, switch to or create the correct one.

  • If you received an invitation, ensure you log in using the same email address to avoid mismatches.- Check Group Capacity: Confirm with the admin that the group plan has available seats. Request the addition of more seats if necessary.

For further assistance, please reach out to Freed Support.
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Get Support

If you need further help or have questions, you can get in touch with our Clinician Support team in the method that works best for you:

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