Customizing Client Portal Emails

There are 3 occasions where our secure client portal sends emails to your clients. This article explains these emails and shows how you can customize them.

  • Portal Invitation Email: This email is sent when you invite your client manually through IntakeQ. You can read more about how to invite clients to register here.
  • Portal Welcome Email: This email is sent to clients after they register successfully, whether they self-register or register through an invitation.
  • New Message Notification: This email is sent to a client every time they have a pending message waiting for them.

Customizing the Portal Emails

You can provide a more personal experience to your clients by customizing all 3 of these emails. Additionally, you can use our Custom Email Sender feature to make all these emails come from your own address.

To customize the emails, follow the steps below:

  1. Click on the speech bubble icon on the top menu.
  2. Click on the "Settings" button.
  3. Open the "Email Templates" tab.
  4. Use the dropdown menu (see image) to choose which email to customize.

  5. Once you check the customize box, the email editor will show up pre-filled with the default template.

  6. Enter the email body and subject, then click on "Save".

Repeat this process for each email you want to customize.

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