Inviting and Managing Group Members

You can invite both group facilitators (moderators) and group members to join any group. Group facilitators can manage the group in the same way as the original creator—adding or removing members, assigning psycho-education, and sharing resources.

Important: When a therapist adds more group members to a group, those members will also appear in the therapist’s personal list of patients. If you’ve reached your patient limit, you may need to upgrade your account before adding more group members.

Adding a Member to a Group

Open the Invite Panel

Click the Invite button in the header bar, or go to the Members tab within the group and select Add Member.

Invite New

1. Select the Invite New tab in the invite panel.
2. Enter an email address in the field and click Add to add each email to the list.
3. Assign a Role to each new member:
4. Click "Invite" button to invite all emails on the list.

Add Existing

1. Select the Add Existing tab if the patient is already associated with you.
2. Type or choose the existing patient’s name from the dropdown.
3. Click Add to finalize.

Generating an Invite Link

To make joining a group simpler, you can generate a unique link or QR code:

1. Click the Share button in the group header bar.
2. If no code or link appears, select Generate Code to create a new invite link and QR code.
3. A new QR code will display with action buttons above:

Action Buttons

• Print
• Generates a print-friendly page with the QR code.
• You can post this in a physical location for members to scan with their phone.
• Link
• Opens the invite page in a new tab.
• This is the same link members would receive via email.
• Copy
• Copies the invite link to your clipboard so you can paste it into an email or chat.
• Delete
• Removes the existing invite code and disables any links previously generated for this group.

What Group Invitees See

When members or facilitators follow the invite link or scan the QR code, they’ll see:

• The Group Name
• The Facilitator’s name
• A link to the Reflective website and support email
• The QR code (if visiting from a desktop browser)

Members can easily join the group by following the prompts on this page.

You’ve now learned how to invite and manage group members in Reflective. With these tools, you can efficiently expand your group, collaborate with co-facilitators, and ensure all participants receive the resources and assignments they need.