---
title: "Can I customise client onboarding?"
description: "Steps to customise the onboarding email send to clients."
url: https://support.coachkit.co.uk/en/articles/99-can-i-customise-client-onboarding
collection: "Set Up Account"
updated: 2025-03-08
language: en
---

# Can I customise client onboarding?

Steps to customise the onboarding email send to clients.

Yes, all email templates can be customised. Simply go to **Account > Email Templates**, where you'll find a list of editable templates.

![](https://staticfiles.gleap.io/ghelparticle/hCJFGMTkPM1G29hA8KZqltpp8l1pp47F0PvKA6ve7k3Ao9BaFvLet8HBndDHBh5bBbSxcgJ1RDu.png)

To modify the **Welcome Email**, select it and toggle on the **Override Template** option. This allows you to tailor the email to match your brand’s voice.

You can also insert dynamic fields from the client’s profile, plan, and more. The table provides a list of available fields, indicating which are mandatory for the template.

Once you've made your changes, click **Save**, and your custom template will be used going forward.

![](https://staticfiles.gleap.io/ghelparticle/tJaHJoO0YnFtzm51PiistFgum6PXHNLoZsyEnOgWgOYgW1lPn6KmsccUKrWY9b4HHPYPbzaTGkj.png)