Send an Email/Text Manually

If you need to contact a customer before the automated email/SMS is sent, follow these steps to send it manually.

Use the calendar icon and select the Scheduling View of your preference.
Locate the appointment of the client you'd like to contact and click on it.
On the top right part of the pop-up window, click Actions.
Depending on what you are looking to send, select either the text or email option.

A new pop-up window will appear, with the available templates for you to choose from.
Select a template and click on "Generate email/text".
On the new pop-up window, edit the template as needed before you send it.
At the end of the window, you'll be able to select to who you'd like to send the email/text
- For emails, you can send it to the client, to yourself, and to your office managers
- For texts, you can only select the client
Lastly, click on "Send Email"/"Send Text".

Additional Notes

Sending an email/text will only be available if the customer has an email address/phone number in their profile.
Manual texts you send will contribute to your SMS usage.
If the available templates don't suit your needs, you can always delete the content and start an email from scratch.
Your email/sms templates can be updated here https://app.zenmaid.com/settings/communication-templates.

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