Email Templates

1 min read

Edit every transactional email your workspace sends.

Overview

Clientish sends a lot of email on your behalf. Each template is editable — heading, subject, and body — with shortcodes for the dynamic parts and a live preview so you can see the result before saving.

The Editor

Heading & subject
What lands in the inbox
Rich email editor
Format the body properly
Shortcodes sidebar
Insert client name, order number, amounts
Live preview
See the rendered email as you edit

What Gets Sent

Invoice emails
Paid, unpaid, and refund notifications
Welcome emails
For team, remote, and client accounts
Export emails
Every export is delivered by email
Ticket & order updates
Status changes and replies
Where: Settings → Email Templates.
Prerequisite: templates only send if your mail config is working — set SMTP up first.

Tips & Best Practices

i

Rewrite the invoice and welcome templates before launch. Those two carry most of your client-facing tone, and the defaults sound like software.