How to send an email from the client profile

7 STEPS

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

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

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

4 Click + New

5 Click the chosen email template

6 Click Send

7 That's it. You're done.

Here's an interactive tutorial for the visual learners

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