Emails

To customize your email:

1. Click your "Home" tab.
2. Click your white "Settings" link at the top right of your page.
3. Click your blue "Email" link located just below the "Step 2" heading.
4. Click your blue "New client" link.
5. With in the new window you can customize your email by following the instructions at the top of the window.
6. Click your Save button at the bottom of your page when you are finished.

Additional Information

Preview: Click the "Preview" button located at the bottom of the new window to see a preview of the email. Words that are italicised will be replaced with corresponding client information.

Restore Defaults: Click the Restore Defaults button to change all values back to their defaults.

Email salutation: From the customize emails page, you can edit your email salutation. This salutation appears at the bottom of all emails sent from your system. You may edit it in the text area located under the "Email Salutation" heading then click your Save button to save your changes.

Are we missing anything in our help manual? If so, please let us know by contacting us here.

You may also find additional help by visiting our support forum.