🎁 How to Invite Someone to a Free Course
Want to gift someone access to one of your courses — for free? Whether it's a friend, a collaboration partner, or a VIP you want to impress, WithMe makes it super easy to get them set up. Let's walk through the whole process step by step! 🚀
📋 Step 1: Add Them as a Customer
First, you'll need to add the person as a customer in your Dashboard.
Head to your Dashboard and click on the Customers tab in the left sidebar.
Click the "Add Customer" button in the top-right corner.
Enter their name and email address.
Select the course you'd like to give them free access to.
Hit Confirm to add them.
Once you've added them, they'll appear in your customer list with a Pending status. This just means they haven't created their account yet — don't worry, that's the next step! ✅
After you add them, WithMe sends a product invitation email with sign-in or signup instructions. This flow does not display a generated invitation link for you to copy.
✉️ Step 2: Use the Product Invitation Email
WithMe sends the invitation automatically after the customer is added. Ask the invitee to check their email for the instructions.
⚠️ Important: The recipient should use the same email address you added. Someone without an account needs to create one; an existing account holder can sign in.
They can follow the invitation email to sign in or create an account. A pending invitation is matched to the email address when they sign up, so keep that address consistent. They do not need a separate generated link from the Add Customer UI.
📝 Note:
The email address they register with must match(No google or Apple sign-ups) the email you used when adding them as a customer. If it doesn't match, the free course access won't link up automatically.
🎉 Step 3: What Happens Next
Once your invitee registers with the correct email, here's what happens automatically:
Their status in your Customers tab changes from Pending to Active 🟢
They get instant access to the gifted course — no payment required!
They'll be able to see the course on their Dashboard right away
They land on a "You're in" screen showing the course, lesson details, and a Start the course button.
They also get a confirmation email with your personal message (or a standard thank-you line), the course and access details, and a Start the course button.
That's it, no juggling payment links, no awkward workarounds. Your guest lands on a "You're in" screen and gets a confirmation email too, so the handoff feels just as smooth as a paid purchase! 🌟
💡 Quick Tips
Double-check the email — a typo means the course won't link to their account.
Use the invitation email and the same address you added. If the person does not yet have an account, they need to sign up before signing in.
You can add multiple people to the same free course — just repeat the steps above for each person!
Adding backend access is to gift the product for free. To get paid enrollments share product landing page link and ask them to follow the prompts there.
Your time and generosity go a long way. With WithMe, gifting a course is as simple as adding a customer and sharing a link. You've got this! 💪
