Personalize the invitation your client and collaborators receive. After entering the recipient's email, click the "Preview Invite" tab below the email field to edit the note.
To reuse your customized invite text, check the box in the bottom-left corner of the sharing settings. Your changes will be saved and used for future invites. Keep the text generic so specific client names aren't saved in the template.
Add your brand to invitations
Display your logo on timeline invitations:
Go to Profile
Navigate to Timeline Branding
Upload your logo (PNG or JPG recommended)
Save changes
Your logo will appear on all timeline invitations instead of Folio's logo. This is a Pro feature that reinforces your brand with every client interaction.
