How to send an email from the client profile

7 STEPS

 

1 The first step is to open Calendar - base7 and click Clients

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2 Type the client name - "Down" in this example

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3 Click the client name, in this case DOWNEY JR Robert

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4 Click + New

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5 Click the chosen email template

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6 Click Send

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7 That's it. You're done.

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Here's an interactive tutorial for the visual learners

https://www.iorad.com/player/1564566/How-to-send-an-email-from-the-client-profile

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