This functionality ensures seamless collaboration within a group and enables everyone involved to view and contribute to shared expenses.
In this article, we will guide you step-by-step on how to add someone to a group in Splitwise.
With Splitwise, you have the flexibility to create various groups for different purposes.
So lets dive right in and get started!
Then, punch the jump in button to access your Splitwise account.
Once youve entered your information, tap on the access button to proceed.
Its important to ensure that you have the correct login credentials to access your Splitwise account.
Splitwise will send you an email with instructions on how to reset your password.
Lets move on to the next step to learn how to reach the group page.
press the Groups or My groups option to view all the groups you are a part of.
Tap on the menu icon and go for the Groups option from the menu.
From the list of groups displayed, choose the specific group to which you want to add someone.
Click or tap on the group name to proceed to the group page.
This button enables you to invite new members to join the group and participate in the shared expenses.
Look for the Add people button on the group page.
It is usually displayed prominently and labeled as Add people, Invite members, or something similar.
The exact placement and style may vary depending on whether youre using the website or the mobile app.
Clicking on this button will bring up the invite member section.
Tap on this button to proceed.
The next step will guide you through the process of entering the persons email or phone number.
This step allows you to send an invitation to the individual and invite them to join the shared expenses.
In the designated input field, punch in in the persons email address or phone number.
verify to enter the correct contact information to ensure the invitation reaches the intended recipient.
If youre adding someone using their email address, double-check for any typos or spelling errors.
This feature allows for a seamless invitation process regardless of the recipients contact preference.
Once youve entered the persons email or phone number, double-check the information to ensure its accuracy.
This will help prevent any potential issues in the invitation process.
Take a moment to review the suggested list.
Splitwise uses the information you entered to search its database and find potential matches.
These suggestions are based on existing Splitwise users who may have the same email address or phone number.
This will add them to the group and send them an invitation to join.
Splitwise will handle the invitation process and notify you once the person has accepted the invitation.
If the person you want to add is not in the suggested list, dont worry.
Splitwise allows you to manually add new people to the group by entering their name and email address.
Look for the option to Add a new person or Invite new member and press it.
In the provided fields, enter the persons name and email address.
see to it to input their details accurately to ensure proper identification and communication.
The next step will guide you through selecting the appropriate configs for the person within the group.
Splitwise offers different tweaks that you’ve got the option to customize for each individual in the group.
To choose the appropriate prefs for the person, look for the options presented on the add member page.
Click or tap on the appropriate option to apply the setting.
Remember, you could always adjust the prefs later if needed.
This final step confirms the addition of the person to the group and triggers the invitation process.
Look for the Add to group button on the add member page.
It is usually displayed prominently, often in a contrasting color or with an inviting icon.
Clicking or tapping on this button will initiate the process of adding the person to the group.
The next step will guide you through confirming the addition and reviewing the updated group members list.
This step ensures that the person is successfully added and becomes an active member of the group.
You will typically receive a confirmation message or notification indicating that the addition was successful.
The exact feedback and confirmation may vary depending on whether youre using the website or the mobile app.
It may say something like, Member added successfully or Invitation sent.
Until they accept the invitation, their status within the group will remain as pending.
Congratulations on confirming the addition of the person to the group!
Navigate back to the group page in Splitwise, where you initially accessed the Add people functionality.
Look for the list of group members, which is typically displayed prominently on the page.
This list shows the names of all the individuals who are part of the group.
Scan through the list of group members to locate the person you just added.
If you see the persons name in the group members list, congratulations!
If their status is still pending, it means they have not accepted the invitation yet.
Its important to ensure that the group members list is accurate and up to date.
Conclusion
Congratulations!
You have successfully learned how to add someone to a group in Splitwise.
The process involves a series of straightforward steps that allow you to invite individuals to join specific expense-sharing groups.
Remember to regularly review and manage the group members list as the dynamics of your group may change.
