Sending a Group Email to Clients

In the "Appointments Manager" you can address an email to one or more clients.

 

>> To send a single email to one or more clients

1.Click on the Clients tab.

2.Click on the Toggle Select button beneath the Appointment History.

A checkbox will then appear to the left of every client in the list of Clients and also a checkbox titled "Select All" above the list. You can now click in the checkbox for every client you want to be included in the email. To remove a client from the list simply click in their checkbox again and the tick will be removed.

If you want to include every client in the email then click in the "Select All" checkbox at the top of the list, which will place a tick in every client's checkbox. If you want to un-include every client then click in the "Select All" checkbox again and all the client checkbox ticks will be removed.

3.When you have selected every client you want to send an email to click on the Send Email button beneath the Appointment History.

4.A new email will be loaded and displayed ready for you to enter your message to the selected clients.

5.Enter your own email address in the To: address field of the email (you will be sent a copy of the email).

IMPORTANT:  The email addresses of all the clients you are sending the email to will be pre entered into the Bcc: address field of the email (this means each client's email address will not be visible to anyone receiving the email).

However if you have not entered an email address for any of these clients in their "Client Details" then no email address will be pre entered for these clients - in this case you will need to enter the client's address manually into one of the email's address fields if you want them to receive the email.

6.Once you've sent your email click on the Toggle Select button beneath the Appointment History.

This will remove the checkboxes next to the clients and the "Select All" checkbox at the top of the list of clients.

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