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How to Invite a Client to Rayse
How to Invite a Client to Rayse
Tom Shively avatar
Written by Tom Shively
Updated over 6 months ago

Once you start a journey with your client we will need to send them an invitation to Rayse! This will give them access to their personalized client portal where they can follow along with their journey.

How to invite your client to Rayse

  1. Select the journey you would like to invite your client to.


  2. Select the Invite button from the center column.


  3. Add in all the people you would like to receive this invitation.

    1. Name

    2. Email

    3. Phone Number


You can invite as many people to the journey as you would like. If you are working with a married couple,


4. Select Send Invite.


5. Your client will receive their invite!

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