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
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.
Please refer to our Customise Default Emails guide for the detailed steps to use custom values, to adjust all of our default email templates to your branding.
Now that you have customised your email templates, you can select these inside the settings of your client portal, so that all of your automated emails are on brand.
From the main Ivorey™ menu, go to Courses > hover over Client Portal > and then click on [Settings]
Next you can click on [Email Settings] > and tick the box next to each type of email notification that you’d like to enable
Note: Leave the box unticked for any you don’t want to send automatically.
Click the [Default Template] button, next to any enabled email type > select the relevant customised email template (e.g. Client Portal Email - Invoice Created), from the drop-down > and click the [Save] button
Make sure to replace the default template with your branded email templates, for each of the email notification types you have enabled
If you don’t customise the client portal emails, 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!
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 🤍
