Send emails in bulk

Use the bulk feature when sending the same email to multiple clients.

1. From the Clients menu, select Clients list.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients.
3. Select all clients who will receive the email.
4. Confirm the selection.
5. Choose whether to Email primary contact only or Email primary contact and copy to all contacts.
6. Compose the email then select Send Emails.