Compose Email

The compose email dialog lets you write and send an email to one or more clients directly from the dashboard. You can open it from the Compose email button on the Emails page, and it can also open with recipients already filled in when you send an email from an appointment's participant list.

Adding Recipients

Click the Recipients field and select a client from the dropdown list; the list closes after each pick, so click the field again to add another. Only active clients appear in the list. Each selected client appears as a chip showing their name, plus their email address in parentheses if one is on file; remove a recipient by clicking the close icon on their chip. You can add as many recipients as you need.

Subject and Body

Enter a subject line, then write the email in the formatting editor. The editor supports bold, italic and underline text, bullet and numbered lists, and links.

Sending

Click the send button (the paper plane icon in the toolbar) to send the email to all selected recipients. The button stays disabled until you have at least one recipient, a subject, and a body. Closing the dialog with unsaved changes prompts you to confirm before discarding your work. The system does not check a client's marketing or newsletter opt-in before sending, so before you send any marketing or promotional content, confirm the client has given consent on their profile — transactional replies to a client are unaffected.