How do I edit client emails?

Updated 8 Sep 2026

Open Settings → Emails. Pick a template. Edit the subject and body. Click Save template.

Templates: Invoice · Work certificate · Quote · Visit reminder · Review request · Lead confirmation.

1. Click a template.
2. Edit Email subject and Email body. Click a variable chip to insert a name or total.
3. Click Send test to mail yourself. Then Save template.
4. Open Signature to set the closing line, logo, and Show “Powered by Gatavo”.

Visit reminders go out about 24 hours before a scheduled visit.