From your Loop, click 'Invites Scheduled'. The first screen shows the Invitees screen with a list of everyone currently invited. From here you can manage your invitee list.

💡 This feature is for email invites only.

Open the group selector to view all available groups ready for selection.

Select your groups

You will first see your personal groups — the teams you have created and manage directly.

Select the group or groups you want to use. You can select more than one group at a time to combine their members into your invitee list.

Tip: You can select from both personal and shared groups in the same session.

If you want to use a group created by a colleague, switch to the shared groups view. Here you will see all groups that have been shared across your organisation. [13]

Browse the shared groups available and select any you want to include. [13]

Once you have selected your group or groups, confirm your selection to build your invitee list.

You will be shown the full invitee list based on the groups you have selected. Review all members to make sure the list is correct.

If there are any members you do not want to include, delete them from the list at this stage.

You can also add further members to the list at this stage, even if they are not part of the selected groups.

If you want to reuse this combination of members in future, you can save the current invitee list as a new group. This means you will not need to rebuild the same team list again.

Give the new group a name and save it. It will then be available in your personal groups for future Loops.

💡 Saving as a group is optional. You can finalise and send your invites without saving.

Once you are happy with your invitee list, finalise it to proceed to the email scheduling screen.

Your selected group members will be added to your invitee list and you will proceed to the email scheduling screen. From there you can customise your invitation and reminder emails and set the dates and times they are sent. See the related article on scheduling email invites and reminders for the next steps.

No. Selecting a group is only available for email invites. If you are distributing your Loop by link or QR code, you will need to share those manually through your own channels.

Yes. You can select multiple groups in one session. All members from the selected groups will be combined into your invitee list.

Yes. You can select from both your personal groups and shared groups in the same session.

Yes. After selecting your groups you can review the full invitee list and remove or add individual members before finalising.

Yes. Once you have built your invitee list, you can save the configuration as a new group so you can reuse it in future without rebuilding the same list.

Groups are created and managed from the Groups section of Dialogue. See the related article on creating and sharing a group.