NOTE: This feature is available in the Standard, Professional, and Enterprise versions of both Spectra and myStratus Desktop.

Sending a Single Email

From a Specific Record

1. Open a record (client, session, invoice, etc.).

2. Click the Communication tab of the ribbon.

3. Click the New Email down arrow and choose Blank Email or one of your predesigned Form Letters or HTML Emails. See also: Form Letter Builder and HTML Email Builder

   

4. The email window will open.
   
   

5. The email will be addressed to the client. You can choose a family member's email from the drop-down list.

6. Type in or modify the email.

7. Click Send.

On-the-Fly

1. Click Message in the New group of any hub ribbon, OR click Ctrl+M.
   
   
   

2. Enter an email address. 

3. Type your message.

4. Click Send.

Sending Bulk Emails

Sending Emails Automatically

NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and myStratus Desktop.