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Level 1
January 6, 2020
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How do I change invitation email for everyone?

  • January 6, 2020
  • 2 replies
  • 41 views
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Best answer by harpermartin44

I had the same question, just figured it out.  Set up a new template (Firm settings:email template).  When you invite clients change template to the new template, it changes the body of the email. 

2 replies

Level 2
January 6, 2020

I had the same question, just figured it out.  Set up a new template (Firm settings:email template).  When you invite clients change template to the new template, it changes the body of the email. 

IntuitBettyJo
Community Manager
January 6, 2020

@lilli1987 @harpermartin44 

This link should be able to help you: How to re-send and modify invite email

Cheers! 

-Betty Jo 

 

Betty Jo