Message clients
Use Message clients to email the participants of an appointment or session straight from its participant list.
Open the composer
- Open an appointment or session in the scheduler.
- Tick one or more participants in the participant list. A Message clients button appears above the list.
- Click Message clients to open the email composer with the ticked participants already filled in as recipients.
Messages are sent as email
Messages to clients go out as email — there is no separate SMS channel to choose from. The composer is the same one used for composing emails elsewhere: the recipients appear as chips (you can search and add any other active client, or remove any of the pre-filled ones, before sending), and you enter a subject and write the message body in the formatting editor.
Send the message
Click the send button to send the email to all listed recipients. The button stays disabled until there is at least one recipient, a subject, and a message body. If you close the composer with unsent changes, you are warned that they will be discarded. Sent emails appear in the history on the Emails page (when the Emails module is enabled).