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Admins for the account are able to review the email settings as well as the invitation to the client to complete the questionnaire as follows:
1. Go to Account > Settings in the main menu bar and click on 'Email Settings'
2. The following options are shown allowing you to review the reply to email address; the from name; and add your desired footer text etc.
3. As shown above, click on 'Email - Invite to Questionnaire' to edit the subject line as well as the body of the email that is sent to clients. You will see that these sections are set-up with FamilyProperty's default text ready to be sent to the client. However, you are free to edit this or add further instructions or information as desired to reflect your approach and communication style. Please notice the data tags '{{' that are used to insert your firm/practise name the user's name, so ensure your changes keep these in mind.
4. The actionable (and therefore important) part of the email, is the last line and button, so don't change this part.
5. Use the formatting bar to edit and make changes as you would in a normal document.
6. When you're finished, don't forget to scroll down to 'Save' your changes.