How to edit initial emails to clients
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I'm looking to edit the initial client email.  Don't see how to as yet.

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    Gillian

    Hi Hillery, you can edit the system emails from SimplePractice under My Account > Settings > Client Portal > Emails. Let me know if that helps.

    Hi Hillery, you can edit the system emails from SimplePractice under My Account > Settings > Client Portal > Emails. Let me know if that helps.

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    Yvonne M Callaghan

    Hi Gillian,

    How do you print emails sent to clients?

    Thanks....Yvonne C

     

    Edited by Yvonne M Callaghan

    Hi Gillian,

    How do you print emails sent to clients?

    Thanks....Yvonne C

     

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    Gillian

    Hi Yvonne, happy to help. Currently, system emails from SimplePractice cannot be accessed after they are sent.

    Hi Yvonne, happy to help. Currently, system emails from SimplePractice cannot be accessed after they are sent.

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    Yvonne M Callaghan

    Actually, I was wanting to know about “printing” emails.

    Actually, I was wanting to know about “printing” emails.

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    Gillian

    Hi Yvonne, apologies if I was unclear - system emails from SimplePractice cannot be accessed or printed after they are sent. However, you can visit My Account > Settings > Client Portal > Shared Documents and Files to access the email templates for your practice and copy/paste to print if needed.

    Hi Yvonne, apologies if I was unclear - system emails from SimplePractice cannot be accessed or printed after they are sent. However, you can visit My Account > Settings > Client Portal > Shared Documents and Files to access the email templates for your practice and copy/paste to print if needed.

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    Briggitte Brown

    gillian, 

    so there is no where in simple practice where it documents the emails we sent out? unless if all emails are in the secure messaging section? 

    gillian, 

    so there is no where in simple practice where it documents the emails we sent out? unless if all emails are in the secure messaging section? 

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    Gillian

    Hi Briggitte, that is correct.

    Hi Briggitte, that is correct.

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    Lesley Lingnell

    My initial email to share documents was incorrect for client. I was able to edit the email but not in the area for sharing documents.  How do resend the documents I need to share in her client portal with updated email?

    My initial email to share documents was incorrect for client. I was able to edit the email but not in the area for sharing documents.  How do resend the documents I need to share in her client portal with updated email?