You can customize notification emails sent to clients in our Pro and Plus Plans. Templates allow you to change the subject, title and certain parts of the email body. Head over to Settings > Notification Preferences > Client Notifications to view a list of customizable templates.
Select the checkbox next to the template you'd like to customize:
Uncheck the checkbox to use the default email template for the notification.
To reset the content of the email template, click Edit template, then click Use default in the bottom-left corner of the popup:
We provide placeholders which can be included in your templates. Each template includes a base set of placeholders:
- %SENDER_NAME% - your full name
- %SENDER_FIRSTNAME% - your first name
- %SENDER_LASTNAME% - your last name
- %CONTACT_NAME% - client's full name
- %CONTACT_FIRSTNAME% - client's first name
- %CONTACT_LASTNAME% - client's last name
Use the placeholder button to easily inject these placeholders into your templates:
Certain templates may also provide more specific placeholder options, e.g. the Amount Due and Invoice Number for invoice receipts and the service type and session date for appointment reminders.
You can customize your email signature in our Plus Plan. Your signature is included in all emails sent to clients and may contain rich text and links. To edit your signature, go to Settings > Notification Preferences > Client Notifications
You can also include your logo if you've set one up on your main Logo & Branding page.
For users on our Plus Plan, your brand color is used as the background for every email sent to your clients. Links to Practice Better from these emails will redirect clients to your Personalized URL with your logo and branding customizations.