How to invite someone to TraitLab Plus

Share the full TraitLab Plus experience with Invites

With TraitLab’s Invites, sharing the full TraitLab Plus experience has never been easier. This system allows you to purchase invites for others, giving them immediate access to a fully upgraded, pre-paid account.

Who can benefit from this?

Managers: Offer your team insights into their own and each other’s strengths and personalities.
Coaches: Kickstart your client’s journey with a comprehensive onboarding assessment.
Couples: Explore and compare your results for deeper understanding of each other.

How it works

1. Log In: Sign in to your TraitLab account and navigate to the Invites section via the top menu.

2. Purchase Invites: Click on the Buy invites button to purchase as many invitations as needed.

A screenshot of the buy invites button within TraitLab's Invites menu — Add invites to your account

3. View Available Invites: After purchase, your available invites will be listed as Unsent.

A screenshot of an unsent invite — Unsent invites are ready to be shared

4. Send an Invite: Click Send an invite to let TraitLab handle the delivery. Just enter the recipient’s name, email, and an optional personalized message.

A screenshot of a new invitation — Add the recipient details and send your invite

5. Track Status: Once sent, the invite will show as Pending. You can cancel any pending invite if you change your mind, reverting it back to Unsent.

A screenshot of a pending invite — Your pending invites show which invites have been sent but not yet accepted

6. Confirm Acceptance: The recipient receives an email from TraitLab to redeem their account. Upon acceptance, the status changes from Pending to Accepted.

A screenshot of an accepted invite — Accepted invites show who accepted your invite and when their account was created

The built-in system not only simplifies tracking but also confirms when invites are sent and accepted.

Alternative Invitation Methods

You’re not limited to the built-in invitations. Feel free to copy the invite codes from Unsent to your preferred communication tool like email, Slack, or Teams.

Direct Link Sharing: Use the Copy Link button to grab a shareable link.
Compose Email: Use Compose Email to draft an pre-written email with the invite link using your default email provider (e.g., Gmail, Apple Mail, Outlook).

A screenshot of alternate invitation methods — Alternatively, you can share your invite as a link or through your preferred email program