Customize Your Onboarding Message

Since payors typically invite all of their Specialty Contractors to Procore Pay, Procore recommends that the payor's Payments Admin create a customized email message for the system's automated reminders. You can tailor these invitations to send personalized welcome messages or to provide essential contact information. This helps to strengthen relationships, streamline onboarding, and ensure a smoother, more efficient experience for everyone.

Customize Your Onboarding Message

1. Navigate to the Company level Payments tool.

2. Click the Payments Settings icon.
   This opens the Payments Settings page.

3. Click the Payment Processing tab.

4. Click Custom Email Message.

5. Move the Enable Custom Message toggle to the right to turn a custom message ON.

6. Enter a custom message in the Custom Reminder Message box. For example, include your company's contact information and include the name and phone number of an employee who can answer a Specialty Contractor's questions.
   

7. Click Preview Example Email to view your custom message.

8. Click Save Message.
   The system will apply this message to outgoing invites. Regular reminders are also sent when your Specialty Contractors don't respond, the cadence of reminder messages cannot be modified.