Help centre / Communicate

Email templates

Edit every automated email so it sounds like you.

Available on Pro and Agency

What it is

Templates for invoice reminders, proposal follow-ups, review requests, holiday notices and more.

When to use it

• Setting up.
• Changing your tone of voice.

How to do it

1. Settings → Email templates.
2. Open a template, edit the subject and body; use the placeholders shown.
3. Optionally use AI improve, then save.

Still stuck? Read troubleshooting, or sign in and open Help & support.