Sending an Email to a Client

How to send an Email to a Client

  1. Click on “Clients” from the main menu.
  2. Click on “Manage Clients”.
  3. Click on the desired client’s file.
  4. Click the “Send Email” button inside the client’s file.
    • Note: Ensure the client’s email is added to the client’s data. For more details, refer to the guide on “Adding a Client”
  5. Set the email subject and body in the text editor equipped with formatting tools or choose one of the pre-made email templates.
  6. Click on the “Choose File” button to attach files to the email.
  7. Click the “Send” button.