How to direct email a client through their profile in EZFacility Classic

This Guide will show you how to send a direct email to a client through their Profile.

*** Client will need to have an email address already saved to their profile before you send them an email.

Go to Clients.

Find the Client profile by either using the search bar or locating them in the client list. You can also use the view drop-down to change the filter for your client list.

Once in the Client profile scroll down to the Check Out Items area and click on Send an Email.

1. Type - To send an email make sure it is set as an email.
2. Contact - The name of the client will populate in here from their profile.
3. Due On - This will show when you started creating the email.
4. Subject - Choose a subject already in the list or select other to create a new Subject. If you wish to save the new subject for next time tick Save Subject To Template
5. Email Template - If you have saved a Template through Email Campaigns you will be able to find them under My Saved Templates or you can use Preset templates.
6. Assigned To - Who the email is being sent from.
7. Email Area - Edit your template text or Create your email in this area.
8. Send Email - Click on this button once you are ready to send the email.