Email templates

Make Agiled's emails sound like you: change the subject and message of invoice, estimate, booking, and other emails while keeping the links your clients need.

Before you startCopy Anchor Link

• Changing email wording needs an active paid plan, and the workspace owner must have a verified email. Trial and unpaid workspaces use the standard emails.

Change an emailCopy Anchor Link

1. Open Settings › Email Templates.
2. Choose the Locale (language) of the email you want to change.
3. Find the email and select Customize.
4. Edit the Subject and Body. To add details such as the client's name or the invoice number, select Choose Variables and pick one.
5. Select Save.

You're done when the next email of that type uses your new wording. Send one to yourself first to check it reads well.

Good to knowCopy Anchor Link

• Keep the button or link the email needs, such as the payment link on an invoice email or the signing link on a document email.
• Use variables instead of typing names or amounts, so each email fills in the right details.
• Made a mistake? Select Reset to go back to Agiled's standard wording.
• You can also customize an email from the event list in Notifications.

RelatedCopy Anchor Link

• Notifications
• Before you share with clients