How do I set up a “Welcome” message to show for new Clients when they first sign up?

Here’s how to set up a “Welcome” message to show for new Clients when they first sign up, starting from the Account tab of your Dashboard. Step-by-step instructions are below.

 

Step-by-Step Guide:

Step 1: From the “Account” tab of your Dashboard, click the “Customize Platform” option in the left side menu.

Fill out the message you want to show to clients when they first sign up.

 

Step 2: Click the “Client Settings” tab.

 

Step 3: Add your welcome message under the “Client Welcome Message” heading.

 

Step 4: Click the “Save” button at the bottom of the page to confirm changes.

Now you will be able to welcome each new client with a personalized greeting!

Updated on October 30, 2020

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