Client correspondence
  • 31 May 2023
  • 1 Minute to read
  • Dark
    Light
  • PDF

Client correspondence

  • Dark
    Light
  • PDF

Article summary

This article will detail how to send an SMS or Email to a client directly from their Client Profile.

Sending SMS

SMS Fees

Please note, SMS are charged per 160 characters. The fee will be added to your monthly billing. Emails are free.

Steps

  1. Navigate to the Clients menu
  2. Enter Client details
  3. Click Search

image.png

  1. Under Mobile on the Client Profile, Click Send SMS

image.png

  1. Enter your message in the popup
  2. Click Send

image.png


Sending Email

Steps

  1. Navigate to the Clients menu
  2. Enter the client details
  3. Click Search

image.png

  1. Under Email on the Client Profile, Click Send Email

image.png

  1. (Optional) Select the email template
    1. Select the template type from the dropdown
    2. Click the blue arrow to load
    3. See Creating an email template for more information

image.png

  1. Enter the subject line
  2. Edit the content of the email

image.png

  1. Click Send Email

image.png



Was this article helpful?