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.

✅ 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

📧 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.

🎁 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.

🔁 Resend an email

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

👀 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.

Updated on: 06/08/2026