Email a client

Send an email to a client or other contact within your account.

Updated over a week ago

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


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Send email from the Dashboard

1. From the Dashboard, click on Communication > Send Email,
​2. Enter an email address into the To or Cc/Bcc field, or click on contacts to add a recipient.
​3. Type out the subject & message, finally, click Send Email.

πŸ’‘ You can select attachments 'from this PC', 'From Shared Files', and 'From Personal Files' when emailing from the client file.
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Send an Email from a clients file

From the client's Overview page, click on Send email > enter in a subject and or add attachments, write out the message, then click Send email.

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


You may also be interested in:

πŸ“Email or SMS all clients
πŸ“Email reminder template
πŸ“Email or print past or future appointments
πŸ“Set up your SMS or Email appointment reminder templates

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