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
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.
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.