How to Send an Email from the Client Card

In this article, we’ll walk you through the steps on how to send an email from the client card.

Step 1: Locate the Client

Start by searching for the client you wish to send an email to. Use the search bar at the top of the screen for quick access.

NOTE: For more information on how to manage the client card, please refer to this article.

Step 2: Access Email Communication

Once you've located the client, click on the blue plus sign button in the bottom right corner of the client card. From the menu that appears, choose "Communication" and then select "Email." Note that this option is available only for clients for whom you have an email address.

In the email writing interface, enter a subject and any relevant message.

To add merge tags, click the Tag icon in the toolbar.

To attach a file, click the Attach button located at the bottom, next to the Send button.

Additionally, you can insert a photo into the email by clicking on the Insert image button in the toolbar.

After you've included all necessary information, click "Send" to send the email.

Step 3: View the Sent Email

When the email is sent, it will appear in the "Communications" tab of the client card.

By following these steps, you can easily send emails to your clients and effectively manage your client communications.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.