Customise the welcome email that is sent to new clients when they join
Tobias Gundry
Updated
You can now customise the welcome email your studio sends to new clients when they join.
This lets you add your own welcome message, choose which offers and details appear in the email, and control the order they are shown in. A live preview on the right updates as you make changes, so you can see how the email will look before you save.
What you can customise
In the Welcome email settings, you can:
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Add a custom welcome message at the top of the email
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Keep your formatting in that message, including line breaks and spacing
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Choose whether to show or hide:
- Membership plans
- Packs
- Trials
- Instructors or trainers
- Locations
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Change the order these sections appear in the email
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Send yourself a test email to check the result
If you don’t want to customise your welcome email Clovo will choose safe defaults out of the box.
How to update your welcome email
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In the dashboard, go to Growth → Welcome email.
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Add or edit your custom message.
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Use the controls on each item to:
- Show or hide it
- Move it up or down
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Check the live preview on the right as you make changes.
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Click Save changes to save your settings.
If you would like to send yourself a copy at the same time, click Save and send test email instead. The test email is sent to the email address of the user who is currently logged in.
How the preview works
The preview updates live as you type or reorder items, so you can quickly see the effect of your changes.
The preview is designed to closely match the real welcome email, including your branding, section headings, colours, and content. However, the final layout can still vary slightly between email clients such as Gmail, Apple Mail, and Outlook.
What new clients will see
The welcome email can include:
- Your studio branding
- Your custom welcome message, or your studio description if no custom message has been added
- Membership plans
- Packs
- Trials
- Instructors or trainers
- Locations
Only the items you have chosen to show will appear, and they will appear in the order you set.
Good to know
- Your changes apply to future welcome emails.
- Existing studios will keep the default setup until these settings are updated and saved.
- By default, all available sections are included until you choose otherwise.
Tips
- Use the custom message to give new clients a warm introduction and explain what to do next.
- Keep the email focused by hiding offers or locations that are not relevant to new joiners.
- Send yourself a test email before making the changes live, especially if you have updated the order or hidden certain sections.
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