Client Hub sends a standard message when you invite client users. You can customize the experience by creating your own default client invite message, to give the email invite a familiar look and feel and to provide your clients with more information about how you will use Client Hub to take client experience to the next level.
- Go to Setup & Settings on the left navigation
- Click Invite Message in the Client Portal section
- Make any changes you want to customize the message then click the Save button (DO NOT add link or images to the message)
Each time you invite a client user, the invite email will include your text.
Jun 20, 2024