Edit Custom Email Templates in GHL Client Portal Settings

The Client Portal has always handled things like memberships, courses, and communities. But the emails that came with it were fixed. You couldn’t make changes unless you built a new one from scratch.

That’s different now.

With this update, you can edit default emails right from the Email Settings area. GoHighLevel lets you click on a system email, create a version you can change, and write it the way you want.

You don’t have to guess what it will look like either. You can preview your message and see how the custom fields show up in real time.

You’ll find this under Settings in the Client Portal. Each app has its own list of emails. Just choose one, click the pencil icon, and you’re ready to edit.

It’s a small shift, but it makes a big difference. You now have a fast and simple way to use custom email templates without doing extra work.

Most users didn’t want to rewrite every email. They just wanted to tweak the message to sound more like their brand. Until now, that meant copying the default email, changing a few things, and managing a separate version.

Now, there’s a better way.

You can edit the original message and keep the parts that already work. The layout, the structure, the placeholders they stay in place. You just update the content to match your tone.

With editable custom email templates, you get:

• A faster way to fix language that doesn’t fit your style
• One place to manage the emails your clients actually see
• A cleaner workflow for teams who want to avoid confusion

This is a big help if you run multiple portals or work with different types of clients. You can keep things clear, organized, and on-brand without extra tools or extra steps.

You can now edit default emails used in the Client Portal directly from the Email Settings area. This section will walk you through how to find the templates, create your own version, make edits, and preview your work. Whether you’re updating course notifications or community invites, you can follow these steps to get it done quickly and clearly.

• The Main Menu on the Left side of your screen has all the main areas that you work in when using GHL

1.1  Click on the Sites Menu Item.

• Access the ‘Sites’ section of GoHighLevel
• You’ll now be in the ‘Sites’ section of GHL, where you can access the Client Portal section from the top menu:

1.2  Click on the Client Portal menu link.    

• a drop-down menu will appear, then select ‘Settings’

2.1 Inside Settings, Click “Email Settings” under the Client Portal section.

• Under Email Settings, you’ll see a list of apps like Client Portal, Communities, Certificates, and Courses.

3.1 Click Client Portal Menu

4.1 Click the “Default Template” button next to the notification.

• A pop-up window will appear

4.2 Click the pencil icon to edit.

4.3 A prompt will appear. Click “Proceed” to create your editable version of the default email.

5.1 Use the email editor to change subject lines, body text, or formatting.

5.2 Insert or edit custom fields (like contact names or course info) as needed.

5.3 Keep the original structure if you only want to tweak the language.

6.1 Click the eye icon to preview how your email looks with live custom fields.

6.2 Review the formatting and language one more time.

6.3 Click “Save” to activate this custom email for the selected notification.

Working with custom email templates in GHL is straightforward, but a few small tips can make your process even smoother. These suggestions will help you customize emails with less hassle and better results.

• Keep the original layout when possible. Most default templates are already structured well. Focus on adjusting the wording to match your message.
• Match your brand voice. Whether your tone is casual or formal, make sure your custom email templates reflect the same style your clients expect from your website, content, and conversations.
• Use the preview tool often. Seeing how custom fields look in real time helps catch formatting issues before they reach a client’s inbox.
• Always send a test email. Use a test contact to make sure the final version looks right and reads well.
• Create reusable versions. If you work with different industries or client types, build a few variations of your custom email templates so you don’t start over each time.

This isn’t about rebuilding everything. It’s about making small, smart changes to improve clarity and consistency in every message you send.

Email Custom Templates update gives you more control over how your business communicates. Whether you’re managing a course, sending a certificate, or welcoming someone into a community, your message can now sound like it came from you not a template.

With custom email templates, you can shape the tone, content, and context of every message. It’s especially helpful for agencies managing multiple brands. Each account can now have its own voice without relying on extra tools or custom workflows.

Course creators and membership managers can also use custom email templates to make things clearer. You can set expectations, add important details, or remove anything that doesn’t apply to your audience.

Here’s what that looks like in practice:

• A course email with your support hours and a direct link to FAQs
• A certificate message that matches your brand voice and tone
• A community welcome that includes a personal note or clear next steps

When emails sound like they’re from a real person, not a system, people respond better. They trust you more, ask fewer questions, and move through your process with less friction.

At first glance, editing default templates might seem like a small change. But once you start using custom email templates, the value becomes clear.

You can quickly adjust your messaging, keep everything on-brand, and communicate with clients more clearly all without needing extra tools or complicated steps.

Custom Email Templates update helps real businesses work more efficiently. Less time spent duplicating emails. More time is focused on what actually moves things forward.

Use custom email templates for your next course reminder, community welcome, or certificate notification. A few small edits can make your emails feel more personal and professional.

Already started using custom email templates feature? Let us know what’s working for you.

And keep an eye on GHL Growth Garage for more practical updates and tips.