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How do I change the text of the welcome email?

The welcome email with the login data, which will be sent automatically, can be edited easily.

  • Editing the text: Setup > Reports and messages > Messages
  • Under ‘Email to be sent to new members’ you see two blank text boxes
  • Here you can enter your own text
  • Part of the text cannot be changed: the text with the email address and the link for the password

You can also select an appendix to be added to the email as a standard feature, e.g. Quickstart guide or a personalised manual.

Read more about adjusting the welcome email.