Smyly™ guide

Brand your team’s email signature

Build a signature with your logo, booking button and legal footer in four steps, paste it into your mail app, and share the design with your team.

  • 6 min
  • 5 steps
  • Updated

Screens shown with a fictional demo practice and AI-generated model photos.

  1. Step 1: Add your details

    In the Marketing Hub, open Email Signature. In step 1, type your Name, role, email and direct line, and add a photo if you like. The Appointment button uses your online scheduling link; set it once and it appears in everyone’s signature.

    The Live preview on the right updates as you type. Your office phone and website fill in from your practice profile. Click Continue.

    Step 1 of the Email Signature maker with the name Dr. Jordan Avery, a role, email and phone filled in, the appointment link saved, and a live preview of the signature on the right. Callout 1: Name Callout 2: Appointment button Callout 3: Live preview
    1. Name
    2. Appointment button
    3. Live preview
  2. Step 2: Pick the look

    In step 2, narrow the designs with the style filters (Sleek, Corporate, Fun) and click a design; Classic is selected to start. Tick Include your logo and choose Side, Top or Bottom placement, further down the panel. The Accent color sets the small touches; your brand color stays the main color.

    Step 2, The look, with the style filter buttons and a grid of signature designs with Classic selected, beside the live preview of the signature. Callout 1: style filters Callout 2: Classic
    1. style filters
    2. Classic
  3. Step 3: Add the finishing touches

    In step 3, choose which social links to show, and whether to include the Animated smile banner (a before and after that links to your preview page) and the “see your new smile” line. Pick a Legal footer; the recommended option invites patients to call for detailed health questions. Then click Finish.

    Step 3, Finishing touches, with social link checkboxes, the Animated smile banner and see your new smile options ticked, and the Legal footer menu. Callout 1: Animated smile banner Callout 2: Legal footer
    1. Animated smile banner
    2. Legal footer
  4. Step 4: Copy it into your mail app

    Click Copy signature, then follow the steps for your mail client in the mail client tabs (Gmail, Outlook, Apple Mail and Phones). In Gmail: the gear icon, See all settings, the General tab, Signature, Create new, paste, and Save Changes. Copy HTML source is only for IT tools that ask for raw HTML.

    To give the whole team the same design, click Copy team setup link and send it round.

    Step 4, Copy and install, with the Copy signature and Copy HTML source buttons, the Copy team setup link button, and Gmail installation steps under the mail client tabs. Callout 1: Copy signature Callout 2: Copy team setup link Callout 3: mail client tabs
    1. Copy signature
    2. Copy team setup link
    3. mail client tabs
  5. Step 5: Roll it out to the team

    The team setup link opens the signature maker with your design already chosen, so each teammate only types their own name and details. The link carries the look, never anyone’s details. Printable team guide gives your office a one-page install sheet.

New to Smyly? See it on your own practice.

Start a 7-day free trial: your branded patient page is live the same day. A card is required at checkout and nothing is charged for 7 days.

Something here doesn’t match what you see? Email [email protected] and we’ll fix the guide.