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Company Settings: Templates
Company Settings: Templates

This article will walk you through editing your terms & conditions as well as other system notification templates.

Jeremy Harrison avatar
Written by Jeremy Harrison
Updated over a week ago


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1. Click on Company Settings

Click on  Company Settings

2. Click on Templates

Click on Templates

3. Paste your company T&C's into the text box

Paste your company T&C's into the text box

4. Click on Save

Click on Save

5. Select a Template form the dropdown

Select a Template form the dropdown

6. Make any needed edits

Note: Try not to delete any of the keywords (see highlighted example in blue.) These will automatically pull info from your customer's record to personalize the message.

Make any needed edits

7. Click on Save

Click on Save


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