Mentor Alliance Business Coach Kit – Invite Client & Manage Templates

The Invite Client module allows coaches to dispatch custom, branded email invitations to prospective clients, track invitation statuses, and manage reusable email templates.

Client Invitations Overview Dashboard

Top Controls:
- Manage Templates: Opens the reusable invitation template manager.
- Invite Client: Launches the guided 3-step invitation creation wizard.
Filter & Search Bar: Search sent invitations by target email address or filter by column parameters.
Invitations Table Columns:
- Target Email: Recipient email address.
- Template: The specific template used for the invitation.
- Status: Current invitation delivery/acceptance state (e.g., Pending).
- Sent At: Timestamp of when the email was sent.
- Accepted At: Timestamp of when the client accepted the invitation.
- Row Actions (...): Options to delete or revoke active invitations.

Email Templates Manager & Creation Modal

Template List Screen: Displays all saved reusable email templates with options to edit, delete, or create a New Template.
Create/Edit Email Template Modal:
- Template Information: Define the template name, main email heading, and optional subtitle.
- Message Body: Rich text editor for formatting body copy (headings, bold, lists, links).
- Call-to-Action Button: Customize button label text, size, background color, text color, and destination URL.
- Include Default Instructions Toggle: Automatically appends 4 standard onboarding steps under the call-to-action button to guide new clients through sign-up.

Invite Client by Email Wizard

Step 1: Select Template

Choose an existing email template from your saved library or click Manage Templates to configure a new one.

Step 2: Enter Email

Enter the prospective client’s email address where the personalized invitation will be sent.

Step 3: Review & Send

Live Email Preview: Renders the complete branded email layout, including coach profile header, custom messaging, call-to-action button, and onboarding instructions.
Final Actions: Use Back to adjust details or Send Invitation to dispatch the email.