Email Clients

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1.  Navigate to a screen with an Email All icon on the menu bar (e.g. My Clients, Advanced Client Search, clients tab of a group appointment screen, etc.).

2.  If necessary, use the function on that screen to search for the desired clients.

3.  Click the Email All icon.

4.  On the pop-up screen, you will see information about the client's email address/preferences.

oClick Yes to open a new message in your email program and copy client email addresses to the bcc field  (Note:  If you are emailing more than 100 clients, this may not be successful and you should choose No and follow the instructions below.)
oClick No to copy the client email addresses to your computer's clipboard
oClick Cancel to stop the email function (i.e., to edit client screens with email addresses/preferences)

5.  If you clicked No on the information message:

oOpen your email program.
oOpen a new email message.
oRight click and click Paste in the BCC line of the message.

6.  Use your email program as you normally would to create and send the email message.  (Note:  Your email program may limit the number of recipients on a single message.  You should check with your IT group to find out whether there are limits.

 

 

Click here for instructions to send appointment reminders via email.

For additional assistance, please email the Titanium Support team or visit us online at www.TitaniumSchedule.com.