Send an email to a customer

You can send an email from a booking, from an individual contact or through the quick actions menu.

Choose the option that starts closest to the information you are working with. Use the booking list when you are already managing bookings, the contact email icon when you need to message one person, or quick actions when you want to start a new message from anywhere in the system.

Send an email from the booking list

1. Open Bookings.

2. Click the tick box next to the booking.

3. Use the quick menu that appears at the bottom of the page.

4. Click Send email.

The email window lets you choose the email address the message will be sent from and select which contact on the booking should receive it.

Add a subject and message, then send the email.

This is useful when you are working through your booking list and want to contact a client without opening the booking first.

Send an email from a booking

1. Open Bookings.

2. Find and open the booking.

3. Click Contacts.

4. Find the contact you want to email.

5. Click the email icon beside that contact.

This opens an email for the selected contact. Add the subject and message, then send it.

Use this route when you are already looking at a booking and need to contact one of the people connected to it.

Send an email from Contacts

1. Open Contacts.

2. Find and open the contact you want to email.

3. Click the email icon.

This opens an email for that contact.

Use the Contacts area when you need to message someone without first opening a specific booking.

Send an email from quick actions

1. Click the plus icon to open the quick actions menu.

2. Click Send message.

3. Choose Email as the message method.

You can then select the recipient, add a subject and write your message before sending it.

This is useful when you want to start an email quickly and are not currently working in a booking or contact record.

Choose the right sender and recipient

When sending from a booking, check both the sending address and the recipient before you send the message.

A booking can have more than one contact, so choose the person the email should go to. Select the correct sending address when you have more than one available, then add a clear subject and message.

Related articles: managing booking contacts, managing contacts and sending messages.