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Email templates save time and ensure consistent messaging. Create templates at the company level for use across all books.

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What are email templates

Templates are pre-written emails you can customize when sending:
  • Save time — Don’t rewrite common emails
  • Ensure consistency — Standard messaging across the firm
  • Reduce errors — Tested, approved content
  • Personalize easily — Variables auto-fill recipient details

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View templates

1

Open company settings

Navigate to Settings → Company → Email Templates.
2

Browse templates

See all available templates organized by category.

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Create a template

1

Click Add template

Click Add template or +.
2

Enter template name

Give it a descriptive name (e.g., “New client welcome”).
3

Set category

Choose or create a category for organization.
4

Write subject line

Enter the email subject (can include variables).
5

Write email body

Compose the email content with formatting and variables.
6

Save

Click Save to create the template.

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Use variables

Variables personalize templates with recipient data:

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Available variables

VariableInserts
person.first_nameRecipient’s first name
person.last_nameRecipient’s last name
household.nameHousehold name
sender.first_nameYour first name
sender.last_nameYour last name
sender.emailYour email
sender.phoneYour phone

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Example with variables

Subject: Welcome to the family, {{person.first_name}}!

Hi {{person.first_name}},

Welcome to [Firm Name]! We're excited to work with the
{{household.name}} household.

I'll be your primary point of contact. Feel free to reach
me anytime at {{sender.phone}} or {{sender.email}}.

Best,
{{sender.first_name}}

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Template categories

Organize templates into categories:

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Common categories

  • Welcome — New client/prospect emails
  • Follow-up — Post-meeting, check-in emails
  • Review — Annual review scheduling and follow-up
  • Administrative — Document requests, account updates
  • Marketing — Newsletters, updates, invitations

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Manage categories

1

Open template settings

Navigate to email templates.
2

Edit categories

Click Manage categories.
3

Add or rename

Create new categories or rename existing ones.

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Use a template

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When composing

1

Start a new email

Click compose from a client record or inbox.
2

Click Templates

Click the Templates button.
3

Select template

Choose from available templates.
4

Customize

Edit the pre-filled content as needed.
5

Send

Review and send the email.

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In sequences

Templates can be used in email sequences:
  • Select a template when adding a sequence step
  • Variables personalize for each recipient
  • Template updates don’t affect active sequences

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Edit a template

1

Find the template

Open Email Templates in company settings.
2

Click Edit

Click on the template or the edit icon.
3

Make changes

Update content, subject, or category.
4

Save

Confirm changes.
Note: Editing a template doesn’t affect previously sent emails or active sequences.

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Delete a template

1

Find the template

Locate in Email Templates.
2

Click Delete

Click the delete option.
3

Confirm

Confirm deletion.
Deleted templates can’t be recovered.

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Template permissions

ActionCompany AdminBook AdminMember
Create templates✓——
Edit templates✓——
Delete templates✓——
Use templates✓✓✓

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Best practices

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Writing effective templates

Clear subject lines — Recipients should know what the email is about. Personal tone — Even templates should feel personal with variables. Call to action — Tell recipients what to do next. Mobile friendly — Keep paragraphs short for mobile readers.

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Template maintenance

Review regularly — Update outdated information. Test variables — Verify variables resolve correctly. Get feedback — Ask team members what templates they need. Archive unused — Remove templates no one uses.

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Next steps

Task labels

Organize tasks with labels

Company settings

Other company configuration