Send Account Invite Email
Send Account Invite Email

If you’ve just set up a new customer account, or if a customer hasn’t yet activated their account, you can send them an invite email

Select “Customers” in the left navigation and select the customer by clicking on their nam

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In their account profile, select “Send Account Invite” in the top right hand corner

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An interstitial will pop up with email notification details (To:, From:, etc.). The “To:” field should include the email address of the customer. Ensure that the “From:” field contains either

info@raynenutrition.com⁠

or your email address (select in drop down)

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You can choose to personalize the email using the “Subject” and “Custom Message” fields. If you do not personalize the email, it will look like this

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Whether you personalize the account invite or not, select “Review Email” to preview what you are sending before it is delivered to the customer

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After reviewing the email preview select “Send notification” to finish and send the customer their account invitation

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Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

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Send Account Invite EmailSend Account Invite Email

Send Account Invite Email
Send Account Invite Email