Email notifications

Clients get the emails that keep their week moving. You get an email when each check-in arrives. Every email carries your brand colour and reads well in light and dark mode.

Emails your clients get

• Invite: your name, any note you add, an accept button, and the 7-day expiry
• Welcome: after they accept, with a link to the app
• Invite reminder: a pending invite reminds the client before it expires
• Check-in reminder: on the morning a scheduled check-in is due, in their own timezone, naming the form. There's no reminder if they've already sent it or said what happened. Daily forms never send reminder emails; their entries are on the client's Home instead.
• Check-in reviewed: your reply, sent when you first mark a check-in reviewed and the client has no device with notifications turned on

Emails you get

• Check-in sent: a client sent a check-in in the app. It names the client and the form and opens the review. Daily logs and check-ins marked as sent another way don't send one
• New client joined: a client accepted your invite
• Intake form sent: a new client sent their intake answers
• Contract signed: a client signed your contract
• Invite expired: an invite ran out before the client joined

Turning emails off

Each email you get has its own switch in Settings > Preferences: Check-in sent, New client joined, Intake form sent, Contract signed and Invite expired. Turning one off stops only that email.

Invites, invite reminders and welcome emails always go to your clients. A client can stop their check-in reminders from the Stop check-in reminders link at the bottom of any reminder email. The page that confirms it has a button to turn them back on.

Branding

Emails use your brand colour. Set your brand colour and logo in Settings; the same branding is the icon on your clients' phones (see Installing the client app).