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How to Edit The Message Sent With Documents/Appointments (in Terminology & Email)

This article will show you how to edit the text/email sent to your customer with your Quotes, Invoices and Appointments.

1. Go to your 'Settings' (the cog in the top right corner)

Screenshot 2021-03-12 at 13.39.33

2. Go to 'Communications'

Screenshot of settings menu

3. Along the top go to 'Message Content' and in there you can edit the text/email that gets sent to your customers along with your different document types/appointments...

Screenshot of communications menu