Need to remind your client to bring in their referral or test results to the next consultation, why not send a manual email?


Send email from the Dashboard

💡 You can select attachments 'from this PC', 'From Shared Files', and 'From Personal Files' when emailing from the client file.

1. From the Dashboard, click on Communication, then Send Email, enter an email address into the To or Cc/Bcc field, or click on contacts to add a recipient, then type out the subject & message, finally click Send Email.


Send email from a clients file

💡 You can select attachments 'from this PC', 'from Client Files, 'From Shared Files', and 'From Personal Files' when emailing from the client file.

1. From the clients Overview page, click on Send email, enter in a subject and or add attachments, write out the message, then click Send email.

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