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How to create a Client Portal Welcome Email Template
How to create a Client Portal Welcome Email Template
Maria avatar
Written by Maria
Updated over a month ago


How to create a Client Portal Welcome Email Template

2. Click "Email & SMS Templates" in "Templates" menu

3. Select an Email Template you want to use for Client to set up their Portal (or create a new one!)

4. Select "Cleint Portal Setup URL" (or "Cleint Portal Setup URL (Secure)" from the list

5. This will add {setup_code_url} token to your email body. In actual email this token will be replaced with link to Cleints Portal Setup page, something like https://youramazingstudio.pixifi.com/?ac=258ds6w449k6322
This link will allow your Clients to set up their Portal by themselves, saving you time!


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