Cloud - Welcome email

Cloud - Welcome email

You can set KC to send welcome emails when creating new client records.  KC will send the email once you hit Save on a new client record.


Click on Setup, Business info, Emails tab.




Scroll down to Welcome email.  Click the box for 'Enable welcome emails'.  You can also check the box to CC your company email.


Enter your message in the text box.  If you choose not to enter a message, KC will send a default message of 'Welcome'.


Scroll to the top of the page and hit Save.









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