Creating E-Mail Messages to Send Out
Answered

Hi there,

Is it possible for me to create a variety of e-mail messages that I will then send out to new clients. In other words, I'd like to be able to pick a particular standard e-mail message that I create and then send it to the new client. Depending on the service the client is requesting, I'd like to have the option of having about 5-8 different sample message to send out. Is it possible to create these messages and have them available to me in SimplePractice to choose from when it's time to send a message to a new client?

5 comments

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    Gillian

    Hi Jason, I'd be happy to help with this. You can find all of the emails that are sent to clients under My Account > Settings > Client Portal > Emails. It's important to note that you can't choose which you'd like to send based on the service - however, you can always edit them before sending them to suit your needs. 

    Edited by Gillian

    Hi Jason, I'd be happy to help with this. You can find all of the emails that are sent to clients under My Account > Settings > Client Portal > Emails. It's important to note that you can't choose which you'd like to send based on the service - however, you can always edit them before sending them to suit your needs. 

  • Avatar
    Ashley Gunn

    Hi Gillian,

    I wanted to follow up on this and find out if I can view a previously sent email. I sent out a shared doc to a client and typed up a custom email that I now want to see, but I can't find any record of it. I can see in my activity that the shared doc was sent, but I can't view the actual email. Is that saved somewhere? 

    Hi Gillian,

    I wanted to follow up on this and find out if I can view a previously sent email. I sent out a shared doc to a client and typed up a custom email that I now want to see, but I can't find any record of it. I can see in my activity that the shared doc was sent, but I can't view the actual email. Is that saved somewhere? 

  • Avatar
    Gillian

    Hi Ashley, currently, there is not a way for you to view the full text emails that have been sent through SimplePractice. 

    Hi Ashley, currently, there is not a way for you to view the full text emails that have been sent through SimplePractice. 

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    Alisha Ally Teague

    I have a follow up question. I have customized what I want some emails to say but where is the option to send a certain email to a client aside from resending email to activate portal. 

    I have a follow up question. I have customized what I want some emails to say but where is the option to send a certain email to a client aside from resending email to activate portal. 

  • Avatar
    Gillian

    Hi Ally, this option is not currently integrated into SimplePractice - the emails that are sent out depend on where they're being sent from (i.e. the Appointment Request Accepted email is sent when you accept an Appointment Request.)

    Hi Ally, this option is not currently integrated into SimplePractice - the emails that are sent out depend on where they're being sent from (i.e. the Appointment Request Accepted email is sent when you accept an Appointment Request.)