Skip to main content Welcome emails for permission levels 7+
Whenever you set up a new client on your Practice Dashboard, they will receive an email inviting them to log in to FreeAgent and create their password. Once they’ve done this, and if you have client welcome emails enabled, your client will receive a series of helpful emails over the space of two weeks to get them started on FreeAgent.
Clients onboarded on or after 20th September 2021 with permission level 7 or above will receive the following emails:
Email 1
Subject: Welcome to FreeAgent! Let’s get started
Email 2
Subject: Download the FreeAgent mobile app to run your business on the go
Email 3
Subject: Enable your secure bank feed
Email 4
Subject: Record expenses in a flash
Email 5
Subject: Invoicing that's simply a breeze
Email 6
Subject: The secret to managing projects
If you have any questions, don’t hesitate to speak to your account manager.