Client Portal owners can now edit and personalize the default email templates directly within the Email Settings. This means you can keep the structure of the original messages but adapt the wording, tone, and style to better reflect your brand.

What’s New

This update allows you to:

• Create custom versions of previously locked default templates

• Preview templates along with their custom fields before sending

How to Edit Default Email Templates

Follow these steps to start customizing your emails:

1. Access Email Settings

   • Go to:

     • Sites → Client Portal → Settings → Email Settings, or

     • Memberships → Client Portal → Settings → Email Settings

2. Select the Template

   • Find the app section (such as communities, certificates, or courses)

   • Locate the notification you want to edit

   • Click the Default Template button

3. Create an Editable Copy

   • Next to the selected template, click the Edit (pencil) icon

   • Select Proceed to generate your editable version

4. Customize Your Content

   • Adjust text to match your tone and messaging

   • Keep the key details while removing unnecessary clutter

5. Preview the Email

   • Click the Eye icon to see exactly how it will appear to recipients

6. Save Your Changes

   • The customized template will now replace the default for that notification

Why This Matters

• Improved Communication – Send messages that feel personal and clear without building them from scratch

• Brand Consistency – Ensure emails reflect your tone, style, and personality

• Time Savings – Start with a ready-made structure, then tailor as needed