FitMetrics sends emails to your Blood Test Portal clients for invitations, welcomes, password resets, and more. You can fully customize every email template with your own text, branding, and layout.
Business package required.
Where to Find It
Go to Settings → Email Templates and click the Email Templates tab.
Available Templates
Select the template type from the dropdown:
Template | When It's Sent |
Client Invite | When you add a client to the portal |
Welcome | After client creates their account |
Team Invite | When inviting a team member |
Password Reset | When a client requests a password reset |
Appointment | Confirming a booked appointment |
Test Results | When new blood test results are available |
Editing a Template
Select the template type
Edit the Subject line
Edit the Body using the rich editor (supports text blocks, buttons, and callout sections)
Click Save Template
Placeholders
Use double curly braces to insert dynamic content that gets replaced when the email is sent:
##{{name}}— client's name##{{businessName}}— your business name##{{loginUrl}}— link to the portal login page##{{resetLink}}— password reset link (required in Password Reset template)##{{inviterName}}— who sent the invitation
Different templates have different available placeholders — the editor shows which ones are available for the selected template.
Testing Emails
Before saving, test how the email looks:
Enter a test email address in the field below the editor
Click Send Test
Check your inbox — the email is sent with sample data replacing the placeholders
Resetting a Template
Click Reset to discard unsaved changes and reload the last saved version.
SMTP Configuration
By default, emails are sent from FitMetrics. To send from your own domain (e.g., [email protected]), switch to the SMTP Configuration tab and configure your custom SMTP server. This makes emails appear more professional and branded.
See our setup guides for: Google Workspace (G Suite) and Resend.