How to edit initial emails to clients

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Hillery Keith

• January 04, 2019 21:28

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

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  Gillian

  • January 04, 2019 21:28

  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

  • February 15, 2020 19:52
  • Edited

  Hi Gillian,

  How do you print emails sent to clients?

  Thanks....Yvonne C

   

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  Gillian

  • February 21, 2020 01:54

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

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  Yvonne M Callaghan

  • February 21, 2020 01:57

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

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  Gillian

  • February 21, 2020 02:00

  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 P. Brown

  • March 24, 2020 13:48

  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

  • March 24, 2020 20:14

  Hi Briggitte, that is correct.

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  Lesley Lingnell

  • June 05, 2020 15:42

  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?

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  Holly Finn

  • March 26, 2021 01:32

  Can anyone answer this question?

  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?

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  Holly Finn

  • March 26, 2021 01:33

  I updated in edit mode, the clients new email but it keeps just sending it to the pold one even though I deleted, it, has this been fixed? Tell me how we can simply change a clients email. should be simple, but oh it is not

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