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Sending Custom Emails

Follow the steps below to see how to email your customers within the software:

1) Log in to your account

2) Click the Email, Txt, & Print tab

3) Click the Send Email sub-tab

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4) Select a group or an individual customer to send the email to. If you want to send an email to a specific customer, leave this selection as "Select Individuals" and then there will be another drop down to select the actual customer.

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5) Type in a subject and the email body

6) Click Send

*Note- If you do not have an email on file for a specific client the system will not be able to send to that specific client but will still send to all other customers with emails.

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