Setting Up Email Notifications

Choose which emails your members receive and/or customize emails to match your communication style.

Step 1: Go to Memberships > Client Portal > Settings > Email Settings > Courses

Step 2: The CRM has default emails it sends to clients depending on account level activities. They receive emails for signing up, for receiving access to a course, any new comments, and more. Should you want to change the emails, you have to create email templates first (under Marketing > Email > Templates) and then select them from this step here.

Read: Email Templates Overview