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Client invite

Customise the content of your invitation to clients

Rachel Henare avatar
Written by Rachel Henare
Updated over a week ago

You can customise the email sent to clients when you use Noted’s Invite client tool. Learn more about inviting clients here.

  1. Navigate to Administration via the Switcher and select Client from the menu

  2. Click Client invite on the left

  3. Update the message heading, body, button label and subject line

  4. When finished click Save

Note: You will be notified if it looks like you are entering a client who already exists in your account.

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