Handoff

Owner onboarding + handoff email

Write the welcome message shown on the owner overview page, then send an onboarding email from one role to another.

Overview message

What the owner sees first

Keep this short and welcoming. It should explain what the owner can do here and what your team is still handling for them.

Turn this off when onboarding is complete.
Hiding is remembered on the owner side without changing your saved message.
Email handoff

Send onboarding email

Use role labels for agency → owner, owner → employee, or any other pairing you need.

Used as the reply-to address for the email.
Tokens: {app_name}, {sender_role}, {sender_name}, {sender_email}, {recipient_role}, {recipient_name}, {recipient_email}, {overview_title}, {overview_message}, {owner_url}.

Owner link: https://dmxready.com/owner/dmx_booking_manager?r=r.22r9-o9rtlwnet4&sig=a642b8e2b9593fc94487de3ac8da903cc1bc3a3a751e0d722c02aa8a24e6f764