Send a box set invite

Last updated 29 April 2026

Once a viewer (client) is added to Money Alive Office, you can send them a box set invite straight from the dashboard.

Steps

Open the viewer's profile.
Click Send invite.
Choose the box set (or campaign) you want to send.
Review the email preview — the template can be customised separately if you want different wording.
Click Send. The viewer receives an email with a link and an access code.

The invite email contains:

Element	Purpose
Greeting + adviser name	Makes the invite feel personal.
Access code	Single-use code the viewer enters at sign-in.
Sign-in link	Goes straight to www.moneyalive.io.
Adviser contact	So the viewer can reach you if they get stuck.