How to Manually Send Texts and Emails
Chris King avatar
Written by Chris King
Updated over a week ago
  • On your Calendar View, click on the appointment you wish to send an email.

  • Click on the “Actions” drop-down button on the appointment details window

  • Select either the “Send Email” or "Send Text" option.

  • A new pop-up window will appear at the center. You can select the email template/text template you'd like to send by expanding the drop-down menu.

  • After selecting the template, click on the Generate Email or Generate Text button.

  • This will open a new window to let you view a preview, edit the email/text content, and identify which phone number/email you want to send it to in case the customer has multiple contact info.

  • Click on the “Send Email” or "Send Text" button.

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Updated on 01/19/2023.

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