Before You Dive In
This article is one step from our Master Help Guide: All About Client Portals. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.
Each Master Help Guide acts as your project plan – teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you want to:
Control which notifications are sent for invoices, estimates, and contracts
Customise and brand the email templates used for client communications
How To Set Up Your Automated Client Portal Emails
We have created pre-made email templates for you that are available inside the Template Library. They are pre-filled with custom values that will automatically pull in customised data to send, such as invoice created, estimate created and contract created. By customising these emails with your brand, you ensure a professional, consistent experience.
Click for the written steps
Click for the written steps
From the main Ivorey™ menu, go to [Marketing] then > [Emails] then > [Templates]
You'll see email templates we have already pre-loaded into your account under the [Client Portal Emails] folder
Alternatively, you can reach out to the Ivorey Support Team via the Chat Widget and ask us to import the Client Portal Emails Folder into your Account so you can start customising these straight away
To edit the email templates, click on each email to open the email builder to customise to your branding by adding your own unique colours, and images. Be sure to keep the custom values we have added as these will automatically pull in your members name, email, login URL etc.
Hit [Save] and then [Back]
Now you need to connect the templates to your client portal. To do this, go to [Courses] in your main Ivorey menu
In the top menu, hover over [Client Portal] and then click on [Settings]
Next you can click on [Email Settings] and replace each default template with your branded email templates (Note: Be sure that you have toggled the email settings on if you want them to send out)
Frequently Asked Questions
What happens if I don’t customise my client portal email templates?
What happens if I don’t customise my client portal email templates?
The system defaults will send generic emails. While functional, they won’t reflect your branding or tone so we encourage you to customise for an elevated client experience!
Still Need Help?
Hit the support chat widget inside Ivorey – we can:
Drop the templates directly into your account if you can't find them
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍