Customizing your invitation templates for client onboarding

Brian Casel March 1, 2024

We've just launched a new feature (by popular request!).

You've always had the ability to invite and onboard your clients with custom emails, onboarding flows, and welcome messages.

Now you can manage your own set of templates for these, making it easier and faster to invite and onboard new people!

Plus, you can customize different types of invitation templates.

For example, you can have templates you use when inviting to conversations, and a different set of templates to use when inviting clients to a members group, or to a course, etc.

See the video above on using invitation templates in Clarityflow!

About Brian Casel

Product designer and founder of Clarityflow. Writer and entrepreneur who coaches fellow entrepreneurs on starting and sustaining businesses in software and services.

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