Automation & Email

Every Client Email, Sent Automatically

Welcome mails, invoice receipts, payment reminders, expiry alerts and out-of-hours auto-replies – write them once, and the platform sends them at the right moment.

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Clientish email templates dashboard with automated notification toggles

Written Once. Sent Every Time.

Thirteen ready-made templates cover the whole client lifecycle – edit the wording, keep the timing.

One Toggle, Both Channels

Each template controls the email and the in-app notification together.

Shortcodes That Fill Themselves

Drop in [name], [email] or [login-url] and they resolve at send time.

Out-of-Hours Auto-Reply

Set business hours once and clients get an instant answer outside them.

Reset Anytime

Restore any template to the platform default with one click.

Template Editor

Edit the Wording, Keep the Timing

Change the subject, heading and body of any template. Click a shortcode to insert it at the cursor — it becomes real client data when the mail goes out.

Template editor automation preview
Messaging settings automation preview

Messaging

Answer Clients Even When You’re Closed

Set your business hours once. Messages that arrive outside them get an instant auto-reply, and every reply you send carries your signature.

Out-of-hours auto-reply, in your words
Signature appended to every order and ticket reply
Business hours per day, in your company timezone
Feeds your response-time reports
Set Up Auto-Reply
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★★★★★

“We used to chase invoices by hand and forget to welcome new clients. Now the reminders, receipts and expiry alerts all go out on their own — and they sound like us, not like a robot.”

Sofia Duarte

Sofia Duarte

Operations Lead, Meridian Creative

Stop Sending the Same Email By Hand.

Thirteen templates, one toggle each, and an auto-reply that covers the hours you are away.

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