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Set up your business email settings
Set up your business email settings
Updated over a month ago

From your business’s Email Settings page, you can specify the email address that clients will receive automated email notifications and automated marketing emails from, as well as the address for their replies. You can also customize the email signature, which is automatically added when using the [Signature] email variable, directly from this page.

Note: If you change your reply-to email address on the Email Settings page, the email address will be automatically updated in client and staff notifications that haven’t been modified. However, if you have changed any of your notifications, you must manually update the email address to match the email used in the email settings in your notification templates.

Set up your business email settings

To set up your business email settings, complete the following:

  1. Click the App Drawer button then click View All > Setup > Business > Email Settings.

  2. To Customize the Email Settings Page:

    • Under Sender Details:

      • From Name: Enter the name you want clients to see when they receive an email from your business.

      • Reply-to Email Address: Enter the email address where client replies will be directed after they respond to an automated email.

    • Under Email Signature:

      • Create the signature that is displayed at the bottom of your automated email messages.

  3. Click Save.


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