Option 1: Send an Assessment by Adding a User
This is the most common way to invite individuals to complete a Functional Wellness Assessment.
Steps:
Go to the Users Page
Navigate to the Users tab from the left-side menu of your Symmio dashboard.
Click + Add User.
Enter the User’s Information
Fill in the required fields: First Name, Last Name, and Email Address.
Choose the appropriate Group and Tags if applicable.
Assign a Wellness Program if applicable.
Send the Invite
Click Save & Send Invite.
The user will receive an email containing a link to complete their Functional Wellness Assessment.
✅ Pro Tip: The invite email includes a secure link that’s unique to that user.
👉 For more details, check out: How to Add a User and Send an Invite
Option 2: Share a Custom Invite Link
This option allows you to create a reusable link that can be shared manually or embedded into other platforms.
Steps:
Navigate to the Links Section
From the left-hand menu, go to Links.
Click + Add Link.
Customize Your Link Settings
Choose the appropriate Wellness Program, Group, and any Tags you want applied to users who register via this link.
Set your preferred Expiration Date if applicable.
Copy and Share
Click Generate Link.
Copy the link and share it via email, SMS, social media, or embed it on your website.
👉 For more details, check out: How to Create an Invite Link
When to Use Each Method
Direct Invite: Best for one-on-one or small group onboarding.
Custom Link: Ideal for marketing campaigns, in-person events, or integrating into larger workflows.
FAQ
Q: Can I resend the invite if the user didn’t receive it?
A: Yes! Go to the Users page, click the three dots next to their name, and choose Resend Invite.
Q: Can I track who has completed their assessment?
A: Yes, assessment status can be viewed on the Users or Dashboard pages.
Need More Help?
Use the chat icon at the bottom right of your screen or visit our Help Center for additional guidance.