GrowthWheel

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New feature: Customize the Client invite email template to GrowthWheel Online

With our recent software update, you can now customize the email template for client invitations to GrowthWheel Online!

As business advisors, you always want to share relevant information with your clients—especially when introducing a new tool like GrowthWheel.

When inviting clients to GrowthWheel Online to work on their business, you now have the option to add or edit any information in the invitation email.

This will enable you to ensure that your clients have all the information they need to get started with your services and GrowthWheel.

This feature is now available in the 'My Profile Settings' top menu under 'Email Settings.'