> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.meridiq.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Send emails & offers to clients

Send a personal email to a client, or build a custom service offer with a new price and a validity period.

| 📍 **Where to find this:** Left navigation menu → Communication → E-mail

## ✅ What you can do

* View every email your clinic has sent, along with its status
* Search sent emails and sort them by title, type, client or date
* Send a plain email to a single client
* Send a custom offer for a service, with a discounted price and validity dates
* Attach files or media links to an email
* Resend an email that did not reach the client
* Open any email to read its full contents

## 📊 Understand the email list

| Column | What it means |
| ---- |
| Title | The subject line you sent |
| Type | Whether it was a normal e-mail or a custom offer |
| Client | Who received it |
| Duration | The validity period, for custom offers |
| Status | Sent, Accepted, Declined or Expired |
| Created at | When you sent it |

## 📧 Send a normal email

1. Click **Communication → E-mail** in the left navigation menu.
2. Click **Create email**.
3. Under **Email type**, choose **Normal**.
4. Enter the **Email subject**.
5. Search for and select the **Client** you want to email.
6. *(optional)* Choose a **Template** to pre-fill the message.
7. Write your message in the **Details** field.
8. *(optional)* Add a **File attachment** or **Attach media file link**.
9. Click **Send**.

![Create an email](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/email-create-normal_1j5ec64.png =650x300)

|| ℹ️ Under **Email privacy & security** you can choose **Send standard (non-secure) emails** or **Enable 2-step verification for access**. Use 2-step verification when the email contains sensitive information.

## 🎁 Send a custom offer

A custom offer promotes a specific service at a new price for a limited time.

1. Click **Communication → E-mail**, then click **Create email**.
2. Under **Email type**, choose **Custom**.
3. Enter the **Email subject** and select the **Client**.
4. Fill in the **Custom details**:
* **Title** for the offer
* **Select service** the offer applies to
* **Price** and the discounted **New price**
* **Start date** and **End date** for the validity period
5. *(optional)* Choose a **Custom template** to pre-fill the offer text.
6. Write the offer text in **Custom details**.
7. Click **Send**.

![Custom offer details](https://storage.crisp.chat/users/helpdesk/website/-/8/c/a/c/8cac159472d82800/email-custom-details_1nirr33.png =650x145)

## 🔁 Resend an email

1. Find the email in the list.
2. Click the **Resend** icon in the Actions column.

||| ⚠️ Offers a client has already **accepted** or **declined**, and offers that have **expired**, cannot be resent.

## 👀 Open a sent email

1. Click the **Eye** icon in the Actions column to read the full email.
2. Click a **client name** in the list to jump straight to that client's profile.

| 💡 You can also start an email from inside a client's profile — the client is filled in for you automatically. To create reusable email templates first, see the [Templates](https://help.meridiq.com/en/category/templates-jaq9p4/) section.