Runs immediately or at 8am studio time on the day specified in the Executes box.
You can set up an automation to execute when a sales order is booked by a client in client access (i.e. when your client books their quote). This example below is executing 1 day after the client books their order and sending out their Client Portal login information.
If you'd like to use the same Client Portal Introduction email template, you'll find that in the Template Gallery here: