Customize Client Portal Emails in High Level

Customize Client Portal Emails in High Level

November 13, 20241 min read

Today, I am going to show you how to create custom emails that will go out to your client portal users based on their actions in the portal.

This is a new feature that was just released a couple weeks ago so I am going to walk you through setting this up so you can customize the email content and choose when emails are sent.

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Make sure to upload this YT video to Streamable and use the embed link for the blog.

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I am the CEO and Founder of My Vision Agency, a program where business owners can learn to scale their Vision with A.I.

Bridget Bartlett

I am the CEO and Founder of My Vision Agency, a program where business owners can learn to scale their Vision with A.I.

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