You are able to resend the client welcome email to the client at anytime. Client welcome emails are sent automatically when the client is entered. The resend Welcome Email button is there in case you need to resend. To get started select a client from the client list. Once the client loads you will see a Resend Welcome Email button below the Personal Details. Once you click the welcome email it will send to the client.

You can edit the template on the Company Offices tab in the left hand navigation menu. Once you are on the company offices page you can select the office you wish to edit the template for. Once the office loads you will see a Email Templates tab that will show you all of the editable email templates for that company office.