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How do I change invitation email for everyone?

lilli1987
Level 1
 
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harpermartin44
Level 2

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. 

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2 Comments 2
harpermartin44
Level 2

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
Community Manager

@lilli1987 @harpermartin44 

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

Cheers! 

-Betty Jo