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How to message your clients as a group / bulk or individually
How to message your clients as a group / bulk or individually

How to email your clients as a group or individual

Mica Manson avatar
Written by Mica Manson
Updated over a month ago

You can send an individual message or a group email within Fons. Three ways to send a message.

FAQs

  • Clients will receive the email in their email inbox as well as in the Fons App under the Conversations tab.

  • Bulk message and filter for recipients

  • Use clickable friendly URLs

  • Attachments are not a supported feature as of now

  • As of now staff cannot be messaged from the system

3 Ways to Send a Message

When you send a message to a single recipient or group, it will appear under the client's Conversation tab in their details. If the client responds, their reply will show up in your To-Do tab until you mark it as read, after which it will move to the Client Conversation tab.

The recipient will receive an email notification and will also see the message in their Tasks section when they log into their Fons portal.

Option 1 - Send from the client details

  1. Click on the client tab and navigate to the client you would like to message

  2. Click on the Conversation tab

  3. Type the Message and click on the arrow to send

Option 2 - Send from the New+ button - use for bulk group emails

  1. Click on the +New button at the top of any Fons Page

  2. Select send message

  3. Add recipients (it bcc clients), subject and message.

    • To send as a group click on the magnifying glass on the right of the "Clients" and "select all" or if you have labeled your clients you can filter by label and "select all"

  4. Click Send Message

Option 3 - Send directly from an appointment

  1. Open an appointment

  2. Under the attendee section click on the pencil icon

  3. Choose "send message" - this will auto fill with all attendees, you can remove or add additional recipients to the email, this will not add or remove anyone as the appointment attendee

  4. Create and "send message"

To send clickable links or Images

  • Our messaging (email) system uses a common programming language called "Markdown" to format messages. Use the Markdown Guide


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