What's in this Article
Applicable Roles/Permissions/Licenses
- Roles: Admin (No Billing), Custom Role
- Permissions: Email Templates, Client Email, Bulk Email
- Licenses: Practice Management
Apply an Email Template to an Email
1. Go to Inbox in the primary navigation bar.
2. Click Create email.
3. Select the Templates icon.
4. Choose a template.
Apply an Email Template to a Bulk Email
1. Go to Clients in the primary navigation bar.
2. In the secondary menu, click Client List.
3. Click the checkbox for the clients needed.
4. In the top right, click on the envelope icon.
A message pops up if a client is missing an email. You can choose to add it here or continue without sending that client an email.