Hello, small business owners! We’re thrilled to unveil an exciting new feature in your Client Portal, designed to enhance communication and document management. Get ready for seamless access to invoices, estimates, and contracts with handy email notifications!
📌 Why This Matters
Staying informed and organized is key to running a successful business. With our new email notifications for important documents, you can ensure that both you and your clients are always up to date on transactions. This not only streamlines communication but also enhances the overall client experience.
✨ What’s New
- Email Notifications: Now you can enable or disable email notifications for invoices, estimates, and contracts whenever they’re shared.
- Custom Email Templates: Tailor the content of the emails sent to your clients for a more personalized touch on each document type.
- Organized Document Access: All your important documents will be neatly organized in the Client Portal, making it easy for both you and your clients to find what you need.
🛠️ How to Use It
- For Client Portal Owners:
- Navigate to Sites → Client Portal or Memberships → Client Portal.
- Go to Client Portal → Settings → Email Settings.
- Based on your app permissions, relevant notification preferences will show up.
- Toggle email notifications on or off as needed.
- Use the Default Email button to switch to custom email templates for specific notification types.
- For Client Portal Users:
- Click on the Profile Icon at the top-right corner of your Client Portal home page.
- Select Manage Your Account.
- In the sidebar, click on Notifications.
- Scroll down to customize your preferences for invoice, estimate, and contract email notifications.
💡 Pro Tip
Encourage open communication with your clients by customizing email notifications, ensuring they feel informed and valued throughout the process.
