Emailing your Clients

From the Client Manager Dashboard click Email Client Base to open the corresponding window.

Choose a recipient group using one of the available filters:

• All Clients – Sends to every client in your database.
• With a Balance – Targets clients whose balance is equal to, greater than, or less than a specified amount.
• With Invoices  _ Days Overdue – Targets clients who have invoices overdue for the specified number of days.
• With _ Services – Targets clients based on how many services they have.
• With the Service Plan _ – Targets clients who are on a specific service plan.
• Mailing List – Targets clients that belong to a particular mailing list.

Once the group is selected, click Compose Email. In the popup you can type your message.

• Clicking Send starts the mass‑email process and finishes.
• Send & New sends the current message and opens a new compose window for another email.
• Back returns you to the recipient selection screen so you can modify the group before sending.
• Cancel discards the draft; no emails are sent.

Use the View Status button to monitor progress of messages that have been sent, are in progress, or completed.