Customize Default Client Portal Email Templates

Turn any built-in default notification email into a fully editable, on-brand version.

Where to find this

Settings > Email Settings, under Sites or Memberships.

How to customize a default template

1. Find the notification category (Documents, Courses, Certificates, etc.).
2. Preview the current template with the eye icon.
3. Click Default Template to start customizing.
4. Pick a previously saved custom version if one exists.
5. Click Edit to open the builder.
6. Confirm to proceed.
7. Adjust copy, layout, branding, insert merge fields.
8. Save.
9. Confirm to make it active.

A good starting point

Course updates and document notifications first, since they go out most often.