Emails and Automations
The Emails section allows you to manage automated communications with your clients.
Features
Email templates
Create reusable email templates:
- Welcome to coaching
- Session reminder
- Recap sending
- Journey completion
- And more...
Automations
Configure automatically sent emails:
- When a portal is created
- X days before a step
- When a task is completed
- Etc.
Email logs
View the history of all sent emails:
- Send date and time
- Recipient
- Status (sent, opened, clicked)
Available variables
Use these variables in your templates:
{{firstname}}: Client's first name{{lastname}}: Client's last name{{portal_link}}: Link to portal{{next_session_date}}: Next session date{{coach_name}}: Your name
Frequently Asked Questions
Do emails end up in spam? No, we use professional email infrastructure with good reputation.