Step 1. Navigate to Templates from the top Navigation Bar, then Select Email
Step 2. Scroll down to Welcome Email, this is where you can personalize the Email Subject and the body text.
Step 3. Beneath the Welcome Email, you can customize the Email from Display Name and reply To Email with the Merge Field for [Practitioner_Email]. You can toggle on which notifications you want to receive
Step 4. Scroll up to New Note Email and personalize the Email Subject. In the body text, you can use Merge Fields like [client_first_name] to customize for each client.
Step 5. When you've finished customizing each of the email templates, you can scroll to the top and click the Save Templates button.
You also watch this video if that would be easier for you on how to set up your email notifications