Our updated Inbox feature streamlines communication with your clients. You can easily create new client profiles from an email address, go directly to a client's record through the inbox, and view all communications with a specific client directly in their record.
Here are the steps to create a client from an email:
Navigate to the email you would like to create a client from. This will use the email address and client information to create a client
Select + New client in the top right corner of the email
Select the user you would like to create as a new client
Fill in the necessary information for a new client
Select create
An intake modal will pop up. To learn how to send an intake click here
Here are the steps to link a client to an email:
If your client emails you and you haven't saved their email yet, you can link their email by following these steps:
Navigate to the inbox
Copy the email address from the sender of the received email
Navigate to the client's record where you want to save the email address
Go to the Personal tab
Select edit in the contact details section
Paste the email address into the email address field
Select save
Here are the steps to link a client to a secondary email:
If your client emails you with a different email, you can link their email by following these steps:
Navigate to the inbox
Copy the email address from the sender of the received email
Navigate to the client's record where you want to save the email address
Go to the Personal tab
Select + New field
Select the email field and label it 'secondary email'
Click save field
Select Edit in the personal tab
Paste the email address into the secondary email address field
Select save
Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on team@carepatron.com.