You can customize the email clients receive when a form is automatically sent to them.

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.