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How do I customize the email notifications that are sent to my payers?
How do I customize the email notifications that are sent to my payers?
Dodd Caldwell avatar
Written by Dodd Caldwell
Updated over a week ago

MoonClerk uses Liquid Templating (which is similar to mail merge) to allow you to customize notification emails.
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 To customize any of the notification emails that MoonClerk sends to your payers:

1) Click on the Account drop down button in your account's main navigation.

2) Click on the Notifications option.

3) Find the "Sent to the Payer" section and click on the email you'd like to customize.

4) Click the Customize Template option.

5) If you'd like to customize the subject of the email, simply enter your changes into the subject field.

6) If you'd like to customize the body of the email enter your changed into the body field.

7) Type in your changes in the Template Editor. To save your changes as you go, click save.

8) Once done, click Save & Finish.

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