You can send emails, SMS messages, and push notifications to multiple clients at the same time. This can be done from the Client Groups page, any report with a QUICK Contact button, or an attendance list.
For information about sending email, SMS messages, and push notifications using a marketing campaign template, see automated marketing and manually sending a campaign.
Key tips before we begin
Maximum daily emails
You can send a maximum of 4,000 emails per hour or 40,000 emails per day to your clients, regardless of the number of locations in your business.
Client communication settings
Clients must be opted in to receive News and Updates from the communications settings of their client profile.
SMS length
If your SMS message is longer than 160 characters, it will be sent as a multipart message. You can send a multipart message up to 1,530 characters long (153 characters per message up to 10 messages). For more information, see SMS character limit.
Select the clients you want to contact
Select the clients you want to contact
To select a group of clients to contact from the Client Groups page
Click the App Drawer button
, then click View All > Setup > Clients > Client Groups.
Find the client group you want to contact, click the Action button
, and select QUICK Contact.
If you want to contact multiple groups of clients, select the checkbox next to each client group you want to contact, then click the QUICK Contact button at the bottom of the page.
Select whether you want to send an email, SMS message, or push notification.
To select a group of clients to contact from a report
Click the App Drawer button
, then click View All > Reports.
On the Reports menu, click a report category, then on the menu or in the list, select the report you want to view. The report must have a QUICK Contact button to be able to contact clients.
On the report, filter or search for the group of clients you want to contact:
To search the report using custom criteria, select an existing or create a new Power Search.
Select the clients you want to contact.
To select a specific record in the report, select the checkbox next to that row.
To select every row on the page of the report you are currently viewing, select the checkbox next to the column headings at the top of the report.
To select every record in the report, select the checkbox next to the column headings at the top of the report and then select the Select all records from all pages checkbox.
Click QUICK Contact in the report header.
If QUICK Contact isn't displayed in the report header, click the Action button
, then click QUICK Contact.
Select whether you want to send an email, SMS message, or push notification.
To select a group of clients to contact from an attendance list
Click the App Drawer button
, then click View All > Schedule.
In the Schedule, find the class or event for which you want to view the attendance list, as follows:
If you are using Calendar View, click the class or event.
If you are using List View, in the Service column, click the name of the class or event.
In the class or event window, click View Attendance List. The attendance list is displayed.
Select the checkbox next to Client Name in the first column to select all clients listed or select the checkboxes next to only those you want to contact.
Select whether you want to send an email, SMS message, or push notification.
Send an email, SMS message, or push notification to the clients
Send an email, SMS message, or push notification to the clients
To send an email to a group of clients
After selecting a group of clients from the Clients Group page, a report, or an attendance list, click Email.
Under SELECT A TEMPLATE, perform the following actions:
Under Templates, select a template, if applicable.
To view your Automated Marketing page, click Manage templates.
To send the email to every selected client if multiple clients are selected, even if multiple clients share an email address, set the Send to each profile option to ON.
This option won’t be displayed if only one client is selected.
Under COMPOSE YOUR EMAIL perform the following actions:
Make any necessary changes to the template’s settings. For more information, see Automated email template settings.
Make any necessary changes to the template’s content and appearance using the basic editor or click Visual Editor for more advanced options. For more information, see Modifying an email template using the visual editor.
Click View email variables to display a list of variables that can be used in your template. To add a variable to your template, click the Copy button next to a variable, then paste it in the content field. For more information, see Email variables.
Under SETTINGS perform the following actions:
To send the email immediately, select Send now.
To schedule when to send the email, select Schedule when to send.
Under Date, select a date to send the email.
Under Time, select a time to send the email.
To track the email message in your Email Campaign Report, set the Track as a campaign option to ON and enter the campaign’s name in the field.
This option is automatically set to ON if more than 10 clients are selected.
Click Send.
To send an SMS message to a group of clients
After selecting a group of clients from the Clients Group page, a report, or an attendance list, click SMS.
Under SELECT A TEMPLATE, perform the following actions:
Under Templates, select a template, if applicable.
To view your Automated Marketing page, click Manage templates.
Under COMPOSE YOUR SMS perform the following actions:
Make edits to your selected template or compose a new message. Be aware of the SMS character limitations.
Click View SMS variables to display a list of variables that can be used in your template. To add a variable to your template, click the Copy button next to a variable, then paste it in the content field. For more information, see SMS variables.
Click Send.
To send a push notification to a group of clients
After selecting a group of clients from the Clients Group page, a report, or an attendance list, click Push.
Under SELECT A TEMPLATE, perform the following actions:
Under Templates, select a template, if applicable.
To view your Automated Marketing page, click Manage templates.
Under COMPOSE YOUR PUSH NOTIFICATION, make edits to your selected template or compose a new message.
Click Send.