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Bulk emailing with client lists

This article will show you how to bulk email clients from lists.

Written by Sonja Gebhardt

📖 Learning: You can now send a single email to all clients under a selected list within one action. This will be more time efficient when you have to reach out to multiple clients with the same information.

  1. Go to the 'Messages' tab 📥 on the left-hand side

  2. Select 'New message', 👇 here you can select which contact list you would like to email

4. You are able to create a new email ✍️ or use one from a template

5. You can select to include a reply link and send the email back to each individual client's clinical record ☑️

6. Click 'Send', and the email will be sent to all recipients

Screen Shot 2023-11-14 at 9.47.23 am

7. You have now successfully bulk-emailed based on client lists! 🎉

📌 Please note:

  • You will be shown how many clients are on each list

  • As clients are discharged they are not removed from the list

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