--- title: How to Send an Email from the Client Card (New Client Card) description: In this article, we’ll walk you through the steps on how to send an email from the client card. --- [Skip to content](https://support.pabau.com/en/pabau2/how-to-send-an-email-from-client-card-0#main-content) [![pabau logo white](https://support.pabau.com/hubfs/pabau%20logo%20white.svg)](https://support.pabau.com/en/pabau2?hsLang=en) Open main navigation Close main navigation - [Get Support](https://pabau.com/support-center/) [Get Support](https://pabau.com/support-center/) Pabau Knowledge Base - There are no suggestions because the search field is empty. 1. [Pabau Knowledge Base](https://support.pabau.com/en/pabau2?hsLang=en) 2. [New Client Card](https://support.pabau.com/en/pabau2/new-client-card?hsLang=en) # How to Send an Email from the Client Card (New 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. ![Searching for a client in the top search bar](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-11-20-53-7033-AM.png?width=607&height=223&name=image-png-Jul-30-2026-11-20-53-7033-AM.png) **NOTE:** For more information on how to manage the client card, please refer to [this article.](https://support.pabau.com/en/pabau2/overview-of-clients-and-client-card?hsLang=en) #### Step 2: Open the Email Composer Click the **"+"** button in the bottom right corner of the client card. ![The plus button in the bottom right corner of the client card](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-11-24-27-0203-AM.png?width=609&height=290&name=image-png-Jul-30-2026-11-24-27-0203-AM.png)  From the **Create** menu that appears, select **"Communication"**, then choose **"Email"** from the sub-menu. ![The Create menu with Communication selected and Email in the sub-menu](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-11-25-06-2422-AM.png?width=274&height=285&name=image-png-Jul-30-2026-11-25-06-2422-AM.png) **NOTE:** If the client has no email address on file, the Email option is unavailable until you add one to their details. #### Step 3: Compose the Email The **"New mail"** composer will open as a floating window. ![The New mail composer window](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-11-29-55-0142-AM.png?width=486&height=399&name=image-png-Jul-30-2026-11-29-55-0142-AM.png)  At the top, the **Details** bar shows the recipient and a **"What is this about?"** field. Click the Details bar to expand it and reveal the following options: - **To:** The client’s email address, pre-filled automatically. You can also add Cc and Bcc recipients. - **Subject:** Enter the subject line of the email. A character counter on the right shows the length against the recommended 78-character limit. - **From:** Select which sender email address and name the email will be sent from. - **Attach:** Optionally link an appointment or invoice to the email. Both fields are optional. ![The expanded Details bar showing To, Subject, From and Attach fields](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-11-31-25-2705-AM.png?width=670&height=262&name=image-png-Jul-30-2026-11-31-25-2705-AM.png) In the main body area, write and format your email using the text editor. A full formatting toolbar is available at the top of the composer, including options for font, size, bold, italic, alignment, links, and images. ![The email body text editor with its formatting toolbar](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-11-32-44-4147-AM.png?width=666&height=213&name=image-png-Jul-30-2026-11-32-44-4147-AM.png) #### **Can I Send the Email to Someone Other Than the Client, Such as Their GP?** Yes. The client’s address is only pre-filled — you don’t have to send to them as well. 1. In **To**, click the **×** on the client’s address to remove it. 2. Type the other person’s email address in **To** and press Enter. You need at least one recipient; otherwise Pabau shows **Add at least one recipient** and the email can’t be sent. The email is still saved on this client’s card. #### Step 4: Use the Toolbar Options Along the bottom of the composer, you’ll find the following tools to enhance your email: - **Templates:** Select from your saved email templates - such as pre-care, aftercare, or recall emails. Click to open the list, choose a template, and it will be inserted into the email body ready to edit. - **Forms:** Insert a completed form from the client’s record, or switch to **Request** to insert a link the client can use to complete a form online through the client portal. - **Invoices:** Choose one of the client’s invoices, then either insert a payment link into the email or attach the invoice as a PDF. The client can click a payment link to view and pay the invoice online. - **Client Record:** Pull in information from the client’s record - such as appointment details, medical history, allergies, problems, medications, labs, invoices, or forms - and insert it directly into the email. - **Merge tags:** Insert dynamic fields that automatically populate with the client’s real details when the email is sent, such as their name, appointment date, or booking link. - **Suggest times:** Check a service or team member’s availability and insert proposed appointment slots directly into the email for the client to choose from. ![The composer toolbar with Templates, Forms, Invoices, Client Record, Merge tags and Suggest times](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-12-15-25-9224-PM.png?width=632&height=246&name=image-png-Jul-30-2026-12-15-25-9224-PM.png) #### Step 5: Attach Files To attach files to the email, click the **paperclip icon** next to the Send button. ![The paperclip icon next to the Send button](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-12-21-58-5777-PM.png?width=619&height=196&name=image-png-Jul-30-2026-12-21-58-5777-PM.png) The **"Attach files"** modal will appear with two sections: - **Upload files:** Drag and drop files from your computer directly into the upload area, or click **"Browse files"** to select them manually. - **Browse Pabau:** Browse files already stored in the client’s record. Use the search bar to find specific files, or filter by category on the left — including Forms, Documents, Invoices, Letters, and Photos. Files are displayed as cards on the right with their name and date. Click on one or more files to select them. The counter at the bottom shows how many files are selected. ![The Attach files modal with Upload files and Browse Pabau sections](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-12-21-31-2383-PM.png?width=491&height=485&name=image-png-Jul-30-2026-12-21-31-2383-PM.png) Once you’ve made your selection, click **"Attach selected"** in the bottom right corner to add the files to your email. #### Step 6: Send the Email Once your email is ready, you can optionally tick **"Create a task to follow up"** and choose when to be reminded - from one business day up to a year. Then click the **"Send"** button in the bottom left corner to send the email. ![The Send button and follow-up task option at the bottom of the composer](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-12-28-35-2467-PM.png?width=537&height=434&name=image-png-Jul-30-2026-12-28-35-2467-PM.png) #### Step 7: View the Sent Email Once sent, the email will appear in the **"Communications"** tab of the client card, where you can view all emails, SMS messages, letters, and other communications logged for this client. ![The Communications tab of the client card showing the sent email](https://support.pabau.com/hs-fs/hubfs/image-png-Jul-30-2026-12-30-21-0140-PM.png?width=614&height=382&name=image-png-Jul-30-2026-12-30-21-0140-PM.png) With your email sent, all communication is logged automatically against the client’s record, keeping your team’s interactions organised and trackable. --- Was this guide helpful? Let us know by voting below - your feedback helps us write clearer articles. 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