Settings & Communications
Configure your business settings, customize email templates, and control how you communicate with your clients.
Settings Overview
Access settings via Settings in the sidebar. Settings are organized into tabs:
- Account - Your personal details and notifications
- Business - Company info, communications, billing
- Integrations - Google, Dropbox, and other connections
- Data - Import and export your data
- Developer - API keys for integrations
Business Settings
Company Details
Navigate to Settings → Business → Company to update:
- Business name and contact info
- Address for invoices
- Company logo (appears on emails and property websites)
- Timezone for scheduling
Billing Settings
Navigate to Settings → Business → Billing to:
- Connect Stripe for online payments
- Configure payment terms
- Set default tax rates
Communications Settings
Navigate to Settings → Business → Communications to control how you interact with clients.
Direct Messaging
Toggle to allow or prevent clients from sending you direct messages through the Messages page.
- Enabled - Clients can start new conversations
- Disabled - Clients cannot initiate messages
You can also enable/disable messaging for individual clients in their profile settings.
Listing Comments
Toggle to allow or prevent clients from leaving comments on their listings.
- Enabled - Clients can comment, request changes, provide feedback
- Disabled - Clients can only view listings
Email Templates
Customize the automated emails sent to your clients. eMARCOTT sends emails at key moments:
| Email Type | When Sent |
|---|---|
| Welcome Email | When you create a new client account |
| Order Created | When a new order/job is created |
| Order Status Update | When order status changes |
| Listing Published | When property website is generated |
| Listing Delivered | When you deliver a listing to client |
Customizing Templates
- Click on an email type to expand it
- Edit the fields:
- Subject Line - Email subject
- Greeting Text - Appears after "Hi [Name],"
- Main Content - The body of the email
- Closing Text - Your sign-off
- Click Save Template
Available Placeholders
Use these placeholders in your email content—they'll be replaced with actual values:
| Placeholder | Replaced With |
|---|---|
{clientName} | Client's name |
{businessName} | Your business name |
{jobNumber} | Order number |
{propertyAddress} | Property address |
{listingUrl} | Property website link |
{downloadUrl} | Media download link |
Example Custom Email
Subject: Your photos are ready! - {propertyAddress}
Hi {clientName},
Great news! The professional photos for {propertyAddress} are ready for you.
View your listing: {listingUrl}
Download media: {downloadUrl}
Best,
{businessName} Team
Reset to Defaults
Click Reset to Default to revert a template to eMARCOTT's standard text. This only appears if you've customized the template.
Tips
- Personalize your emails - Custom templates feel more professional
- Include your phone number for VIP clients
- Keep it concise - Clients skim emails
- Test your templates - Create a test order to see the actual email
- Match your brand voice - Be consistent across all email types