What's in this Article
- Roles: Admin (No Billing), Custom Role
- Permissions: Email Templates, Contact 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 Contacts in the primary navigation bar.
2. In the secondary menu, click Contacts 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 contact is missing an email. You can choose to add it here or continue without sending that contact an email.
5. Select the Templates icon.
6. Choose a template.