Did you know you can add a ‘cc’ on reminder emails to a client? That’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!