Click "New Journey" on the menu on the left-hand side.

Select either "New client" or "Existing client".

When adding a new client, fill in their details.

Next, you can select a boxset(s) for your client to go on.

Once you select the boxsets you wish to invite your client to select, click on "assign".

Next, you will be asked how you want to send the invite to the client. You can send via Money Alive itself or via your own email client.

If you select to send from Money Alive, then you will be presented with the template that will be sent to the client. You can check this and edit it before sending.

Once you are happy with the email, you can click the "Send button" and you will be shown a confirmation message.

When you close this down, you will notice the dashboard will have updated with your new journeys and their current status.

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