Add a 'CC' on Emails to Clients

Did you know you can add a ‘cc’ on reminder emails to a client? ┬áThat’s right, you can ‘cc’ a child’s parent or a client’s spouse so that both parties receive reminder emails in advance of appointments. You can even add more than one ‘cc’ so you can carbon copy mom and dad.

To add a ‘cc’ to a client record, just go to Clients > Details, find the client record you want and add the ‘cc’ email address to the ‘Email Cc’ field. That’s it!

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