Communication
Automated Emails
Send automated email notifications to clients on key events.
When enabled, the platform sends automated emails to clients when important events happen: stage changes, action completions, and document uploads.
Customise email templates in Settings → Communications → Email / SMS Templates. Each template supports variables like client name, property address, and stage name.
You can control which types of emails are sent and review sent email history in the email logs.
Enable or disable automated emails entirely from Settings → Communications.
Per-client automation, sent history and replies live on the Client Emails page - Connect → Client Emails in the sidebar.