Traction Guest integrates with G Suite, which allows you to create invites directly through the native Google Calendar interface. This knowledge article walks through the invite process for an end user.
Before users in your account can invite people to a Traction Guest location via Google Calendar, the location specific G Suite settings need to be configured in the locations tab of Traction Guest by an admin. learn more about adjusting those settings, click HERE.
To learn how to create an invite directly from the Traction Guest admin portal, click HERE.
Creating a Google Calendar Meeting
Start by opening Google calendar to create a meeting. Set the date/time, name, location, and description of the meeting like you normally would for a calendar invite.
To sync the calendar meeting with Traction Guest, you must include ‘Traction Guest’ as a guest in the invite. If you have the Chrome extension, you will have a button under the ‘Add Location’ section which automatically adds Traction Guest for you when clicked.
If you do not have the Chrome extension, you must add Traction Guest manually from the ‘Add Guests’ section of G Suite.
The Chrome Extension can be found in the Chrome Store, after searching for 'Traction Guest'.
You can then select a room that is linked to your location in Traction Guest. These rooms are managed by your G Suite administrator and are linked to their relevant Traction Guest locations by a Traction Guest site admin.
NOTE: If you are using 1 Step verification, a room is mandatory to automate linking your meeting to a Traction Guest location. If you do not add a room, you will be sent a confirmation email to add your location details before the guest is fully registered.
Once your guests and rooms are selected, hit Save. At this point the Google Calendar invite will go to the guest.
Finalizing the Traction Guest Invite - 2 Step vs 1 Step Confirmation
1 Step Confirmation
If your location is configured for 1 Step Confirmation, the invite can automatically be registered in Traction Guest once the Google Calendar invite has been created. In order for this to occur, you must add a room to the calendar invite, which is already linked to a Traction Guest location. These room settings are controlled by a Traction Guest admin. If a room is not included, you will be sent a confirmation email to add this after the initial Google meeting has been saved (see the screenshot in the section below).
Additionally, if your location has been configured to automatically send Traction Guest email templates, these will be sent at this point.
If the guest has been invited or signed into Traction Guest before, their name will automatically be included in Traction Guest. If this is a brand new guest, they will need to enter their name on the iPad upon their first visit.
2 Step Confirmation
If your location is configured for 2 Step Confirmation, you will receive an email asking you to review the invite. The Invite will not be registered in Traction Guest until this is complete.
The email contains a ‘REVIEW AND INVITE’ button that then leads to the final verification stage.
You will be brought to a ‘CREATE NEW MEETING’ window which will allow you to verify and edit basic settings.
You will need to enter the name of your invited guests in this section. This name will auto-fill on the iPad when the guest signs in.You can edit the name by clicking on your invitees’ emails in the right side column.
After filling out the name, you can also fill out optional details such as mobile phone, company, and country. Click OK to confirm those details.
Remember to double check your meeting details and hosts. If any of your invitees’ emails match the emails of hosts in Traction Guest, they will be automatically recognized in the Hosts section.
You can also choose to send a Traction Guest Invite email from here, as well as select a template.
Click ‘CREATE’ to finalize the process. The invited guest(s) will then be registered in Traction Guest and can be viewed in the INVITES page.