Apr 2026: CMS - More flexible virtual onboarding emails

This gives you greater flexibility in how you introduce new users to your platform and ensures your onboarding communications reflect your organisation’s tone and identity.

This enhancement builds on the existing Virtual Onboarding workflow, where users are invited via email and guided through account setup automatically .

What’s New:

• Customise onboarding email templates to match your brand

• Adjust messaging for different user groups or scenarios

• Improve clarity and tone of onboarding communications

• Deliver a more consistent and professional user experience

Why This Matters

• Gives you more control over the onboarding experience

• Supports clearer and more consistent communication with end users

• Helps deliver a polished, branded journey from the first interaction

• Reduces confusion and improves activation rates for new users

When to Use This

You can tailor onboarding emails to suit a variety of real-world scenarios:

Different User Types

• Create distinct messaging for store managers, contractors, or staff

• Highlight relevant features or expectations depending on the role

Multi-Site or Multi-Brand Portfolios

• Align onboarding emails with individual centre branding
• Adjust tone and messaging for different locations or audiences

Phased Rollouts or Launches

• Update messaging to reflect launch campaigns or onboarding waves
• Include specific instructions or support information for new users

Support-Led Onboarding

• Add helpful guidance, FAQs, or contact details
• Reduce the need for manual follow-up from your team

How it works

Navigate to your Virtual Onboarding or Email Template settings in the CMS

Select the onboarding email template you want to updateEdit the content, including:

• Subject lineBody textBranding elements (e.g. tone, formatting)Save your changes

• Apply the template to your onboarding workflow

• Once configured, all new onboarding invitations will use your updated template.