Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
Email Templates
Edit the 20 emails your workspace sends, add shortcodes, and turn emails on or off.
Every email your workspace sends to clients, your team and you comes from a template. Change the wording, turn an email off, or go back to the original at any time.
Overview
There are 20 templates in six groups. This guide shows what each one is for and how to edit it.
Who Can Access
Team members need View/Edit Email Templates.
The Templates
Step-by-Step Guide
Open the list
Go to Settings → Email Templates. Each template shows who it goes to and its subject. The switch turns sending on or off.
Edit a template
Click Edit. Change the Subject (required, up to 500 characters), the Heading and the Body. The body has bold, italic, lists and links; images can’t be added.
Add shortcodes
Available shortcodes lists the codes for this template, such as [first-name] or [invoice-no]. Click one to insert it where your cursor is, or copy it. Each code is replaced with the real value when the email is sent.
Save or preview
Click Save. Show preview shows how the email will look, and Reset to default brings back the original wording.
Turning an Email Off
One switch controls both the email and the in-app notification for that template. The Account welcome, verify and password reset emails are always sent, because clients need them to get into their account.
Good to Know
- Emails are sent through your SMTP. See SMTP & Mail Config.
- Settings → Email Log lists the emails your workspace has sent.
- The Invoice paid, unpaid and refund emails can also be turned on or off together under Notifications. See Notification Preferences.