How to change the display name shown in the client/ prospect invite email?

This article describes how to change the name that shown in your client or prospect invite email.

We recognise that inviting a client to your coaching platform is key, hence the ‘inviting client’ functionality is one of the main functionalities you will be using throughout your coaching with Delenta.

However, what if you want to change the name that shown in the invitation email to your client? You can simply achieve this by editing your Delenta profile name. 


In order to do this please follow the instructions below:


1. Login to your coach portal

2. Click on your profile avatar at the top right hand corner and select 'Update Profile' 



3. Once on the update profile page, click edit on the spot profile section (see below image) 



4. On the edit profile page (see below image) update the first name for what you would want your clients to see. This is the name they will see in the invite you sent through Delenta. 


For more information about how to invite clients please refer to this article - https://delenta.customerly.help/my-contacts/invite-your-clients