Contacting a group of clients

You can send emails, SMS messages, and push notifications to multiple clients at the same time. This can be done from the client list, any report with a QUICK Contact button, or an attendance list.

To learn how to send email, SMS messages, and push notifications to a specific client, see contacting a single client.

For more information about email, SMS messages, and push notifications, see communication with clients.

NoteYou cannot contact clients from any staff report.
NoteA maximum of 5000 clients can be selected at one time.

In this article:

To contact a group of clients from the client list:

  1. Click the App Drawer button .
  2. In the App Drawer, click Clients.
  3. On the Clients page, filter or search for the group of clients you want to contact:
    • Click the Advanced Filter buttonĀ  to filter your clients by custom fields. For more information, see Client list advanced filters.
    • To search the report using custom criteria, select an existing or create a new Power Search. Alternatively, you can create a QUICK Search to perform a one-time search.
  4. In the first column, select the checkbox next to CLIENT to select all clients listed, or select only the checkboxes next to the specific clients you want to contact.
  5. Click QUICK Contact.
  6. Select whether you want to send an email, SMS message, or push notification, and then compose your message.
    • If you are sending an email, click MAIL. Select a template from the list labeled SELECT A TEMPLATE or compose a new message. Ensure you customize the message for the selected client(s) and the specific situation. For more details, see Email variables.
    • If you are sending an SMS message, click SMS and type your message in the text box.
    • If you are sending an push notification, click Push and type your message in the text box.
  7. Click SEND.

To contact a group of clients from a report:

  1. Click the App Drawer button .
  2. In the App Drawer, click Reports.
  3. On the Reports menu, click a report category.
  4. On the menu or in the list, select the report you want to view. The report must have a QUICK Contact button to be able to contact clients.
  5. On the report, filter or search for the group of clients you want to contact:
    • Click the Advanced Filter buttonĀ  to filter your clients by custom fields. For more information, see Client list advanced filters.
    • To search the report using custom criteria, select an existing or create a new Power Search. Alternatively, you can create a QUICK Search to perform a one-time search.
  6. In the first column, select the checkbox next to CLIENT to select all clients listed, or select only the checkboxes next to the specific clients you want to contact.
  7. Click QUICK Contact.
  8. Select whether you want to send an email, SMS message, or push notification, and then compose your message.
    • If you are sending an email, click MAIL. Select a template from the list labeled SELECT A TEMPLATE or compose a new message. Ensure you customize the message for the selected client(s) and the specific situation. For more details, see Email variables.
    • If you are sending an SMS message, click SMS and type your message in the text box.
    • If you are sending an push notification, click Push and type your message in the text box.
  9. Click SEND.

To contact a group of clients from an attendance list:

  1. Click the App Drawer button .
  2. In the App Drawer, click Schedule.
  3. In the Schedule, find the Class or Event for which you want to view the attendance list, as follows:
    • If you are using Calendar View, click the Class or Event.
    • If you are using List View, in the Service column, click the name of the Class or Event.
  4. In the Class or Event window, click Attendance list. The attendance list is displayed.
  5. Select the checkbox next to CLIENT in the first column to select all clients listed or select the checkboxes next to only those you want to contact.
  6. Select whether you want to send an email, SMS message, or push notification, and compose your message.
    • If you are sending an email, click the Email button. Select a template from the list labeled SELECT A TEMPLATE or compose a new message. Ensure you customize the message for the selected client(s) and the specific situation. For more details, see Email variables.
    • If you are sending an SMS message, click the SMS button, and type your message in the text box.
    • If you are sending an push notification, click the Push Notification button, and type your message in the text box.
  7. Click SEND.
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