video1.0<iframe src="https://www.loom.com/embed/d118e4a7b4cb4bef8b175f73db1e5bc3" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/d118e4a7b4cb4bef8b175f73db1e5bc3-50d6e3d35bfad632.gif224.555In this video tutorial, I walk you through the process of customizing your client portal emails. You'll learn how to access the email templates, edit elements like logos and backgrounds, and manage settings for the sender's name and email subject. I also guide you on how to apply these customized templates to notifications for invoices, estimates, and contracts. Please make sure to save your changes and select the appropriate templates for each notification type. If you need the client portal emails folder uploaded to your profile, just let our team know!