Can I edit default text sent to the client?

Can I edit the default text or emails sent out to clients when adding the client for the first time OR reminding them to link their bank accounts?

YES

In the Ledgersync Communication Center, there are default templates.  You can edit these Default Templates and now all default email/ text messages sent out from Ledgersync will use this template

How to make the changes?

1. Click on "Client Actions Tab" on the top bar

2. Click on the Communication Center

3. Select the default template you want to edit. For example, Default Invitation Template

4. Edit the text as you see fit. Make it  really clear that all text messages regarding Ledgersync comes from you. The client has to believe that the text messages are legit. 

5. Save the templagte

6. Suggestion- test on yourself. Take any client, edit their phone number to your cell number and test it out. 

In the example of Default Emails being sent out- the invitation email and text will use the edited text from the Communication Center.

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