Ryan Plumb
Commented on Customize and Preview Client Email/SMS NotificationsI would like this as well. The current email template is not ideal. There is no profile picture/logo next associated with the email when it is sent. The subject line is not title case, which is a bit unprofessional. It says in that message "If you have any questions, please reach…Upvoted Customize and Preview Client Email/SMS NotificationsCommented on 💳 Client Billing in the Client PortalWhere can they “add or update their cards through Stripe?” I don’t see the option from the client side, and when I asked the AI assistant, it said “No, clients cannot update or manage their saved payment methods directly within the client portal on their own.” Was that option rem…Upvoted 💳 Client Billing in the Client Portal