Mentor Alliance Business Coach Kit – Invite Client & Manage Templates

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.