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.

For more information about sending email, SMS messages, and push notifications, see Communication with clients and Contacting an individual client.

When contacting a group of clients, keeping the following information in mind:

  • You cannot contact clients from any staff report.
  • You can only send a maximum of 1000 emails per hour or 10000 emails per day to your clients, regardless of the number of locations in your business.
  • A maximum of 5000 clients can be selected at one time.
  • If you access the client list and have no default filters, no clients are displayed. You must create a POWER Search to populate the list.
  • Clients must have the EMAIL notification setting under Account Management set to ON to receive custom email template messages. This includes email messages sent using the QUICK Contact For more information, see Changing a client’s communications settings.

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 button  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.
    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.
      • To send an email, click Mail.
        • To track the email message in your Email Campaign Report, set the Track as a campaign option to ON and enter the campaign’s name in the field.
        • To send the email to every selected client even if multiple clients share an email address, set the Send to each profile option to ON.
        • Select a template from the list labeled Select a template or compose a new message.
        • Under Compose email:
          • Enter the email details and message in the fields or make any necessary changes to the template. For more information, see Automated email template settings.
          • Click View email variables to display a list of variables that can be used in your template. To add a variable to your template, click the copy button next to a variable, then paste it in the content field. For more information, see Email variables.
      • To send an SMS message, click SMS.
        • Select a template from the list labeled Select a template or compose a new message. Be aware of the SMS character limitations.
        • Click View SMS variables to display a list of variables that can be used in your template. To add a variable to your template, click the copy button next to a variable, then paste it in the content field. For more information, see SMS variables.
      • To send a 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 button  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.
    6. Select the clients you want to contact.
      • To select a specific record in the report, select the checkbox next to that row.
      • To select every row on the page of the report you are currently viewing, select the checkbox next to the column headings at the top of the report.
      • To select every record in the report, select the checkbox next to the column headings at the top of the report and then select the Select all records from all pages checkbox.
    7. Click QUICK Contact in the report header.
      • If QUICK Contact is not displayed in the report header, click the More button and then click QUICK Contact.
    8. Select whether you want to send an email, SMS message, or push notification and then compose your message.
      • To send an email, click Mail.
        • To track the email message in your Email Campaign Report, set the Track as a campaign option to ON and enter the campaign’s name in the field.
        • To send the email to every client selected even if multiple clients share an email address, set the Send to each profile option to ON.
        • Select a template from the list labeled Select a template or compose a new message.
        • Under Compose email:
          • Enter the email details and message in the fields or make any necessary changes to the template. For more information, see Automated email template settings.
          • Click View email variables to display a list of variables that can be used in your template. To add a variable to your template, click the copy button next to a variable, then paste it in the content field. For more information, see Email variables.
      • To send an SMS message, click SMS.
        • Select a template from the list labeled Select a template or compose a new message. Be aware of the SMS character limitations.
        • Click View SMS variables to display a list of variables that can be used in your template. To add a variable to your template, click the copy button next to a variable, then paste it in the content field. For more information, see SMS variables.
      • To send a 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 then compose your message.
      • To send an email, click EMAIL.
        • To track the email message in your Email Campaign Report, set the Track as a campaign option to ON and enter the campaign’s name in the field.
        • Select a template from the list labeled Select a template or compose a new message.
        • Under Compose email:
          • Enter the email details and message in the fields or make any necessary changes to the template. For more information, see Automated email template settings.
          • Click View email variables to display a list of variables that can be used in your template. To add a variable to your template, click the copy button next to a variable, then paste it in the content field. For more information, see Email variables.
      • To send an SMS message, click SMS.
        • Select a template from the list labeled Select a template or compose a new message. Be aware of the SMS character limitations.
        • Click View SMS variables to display a list of variables that can be used in your template. To add a variable to your template, click the copy button next to a variable, then paste it in the content field. For more information, see SMS variables.
      • To send a push notification, click Push and type your message in the text box.
    7. Click Send.
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