Client correspondence

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

Sending SMS

Steps

1. Navigate to the Clients menu

2. Enter Client details

3. Click Search

4. Under Mobile on the Client Profile, click Send SMS

5. Enter your message in the popup

6. Click Send

Sending Email

Steps

1. Navigate to the Clients menu

2. Enter the client details

3. Click Search

4. Under Email on the Client Profile, click Send Email

5. Enter the Subject line and edit the content of the email.

6. (Optional) Select the following options in the drop down lists if you want to:

   1. Add Client to Membership Group (if set up)

   2. Add Client to Marketing Sequence (if set up)

7. (Optional) If you’ve created an email template, select it from the Select a template drop down list:

   1. See Creating an email template for more information
      
      

      

      
      
      

8. Click Send Email