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Edit the Intake Form Email

You can customize the email clients receive when an intake form is initially sent and when an automatic reminder is sent for an incomplete form. The same email template is used for both messages, so make sure the wording works for both the initial email and the reminder.


How to Edit the Email

  1. Go to Settings → Intake Forms.

  2. Scroll down to Customize Client Email.

  3. Edit the following fields:

    • Subject line

    • Reply-to email

    • Public phone number

  4. Scroll down to customize the body text of the email.

  5. Click Save.



Branding & Logo

The logo displayed in intake form emails is controlled by your account branding settings, not this page.

To update your logo:

Go to Settings → Properties → Logo

For detailed steps, see Updating Your Property Logo.


Notes

  • Changes apply to all automatically-sent intake form emails.

  • This page does not control when emails send — see Intake Form Templates for Send Rules.

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