Getting Started: Emailing Clients

TABLE OF CONTENTS

•  1. Email from the Client Account
•  2. Email All Clients
•  3. Email Clients from the Schedule
•  4. Other Options

1. Email from the Client Account

• Select "Email."
• Choose Email Template, Add Email Subject, Edit if necessary.
• Select "Update."

2. Email All Clients

• Select the Client Icon.
• Select "Go" to display all clients OR use Filters to select a subset of clients. Select "Reload."
• Select "ALL" checkboxes, or the select clients to Email.
• Select "Email."

Note: Some email options require you to set up SMTP or connect your Google email account before you can email all clients.

• Choose Email Template, Add Email Subject, Edit if necessary.
• Select "Email Clients."

3. Email Clients from the Schedule

• Select the Schedule Icon.
• Use Filters and Dates to select a subset of clients. Select "Reload."
• Select "ALL" checkboxes, or the select clients to Email.
• Select "Email."

• Toggle "Send to Clients ON, to email clients.
• Toggle "Send to Sitters ON, to email Staff.
• Choose Email Template, Add Email Subject, Edit if necessary.
• Select "Send."

4. Other Options

• Email Invoices 
• Email Service Report 
• Email Payment Receipt 

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