Getting started
Last updated 29 April 2026
A short tour of the day-one things you'll do in Money Alive Office. Each step links to a deeper article.
First 15 minutes
| Step | What you'll do | Link |
|---|---|---|
| 1 | Add a teammate as a system user | Add a system user |
| 2 | Add your first viewer (client) | Managing clients |
| 3 | Send your first invite | Send a journey invite |
| 4 | See what the viewer sees once they're done | What happens when a viewer completes a journey |
Need help?
Email support@moneyalive.co.uk — we usually reply within an hour during UK business hours.