# Email to Client

The Email to Client feature allows agency-side users to send emails directly to a client from within Agency Handy. This centralizes communication, reduces dependency on external email tools, and ensures all client-related interactions stay organized inside the platform. Super Admin, Admin, and Manager roles can access this feature.

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### **What You Can Do**

* Send emails directly from a client’s profile
* Choose from your available “From” email addresses
* Add CC recipients (team members only)
* Format your email using a built-in rich text editor
* Send the email instantly without leaving the platform

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### **Why It Matters**

* Communication stays stored alongside client data
* No switching between Gmail/Outlook and the platform
* Helps agencies respond faster and maintain better organization
* Reduces miscommunication by keeping context and history in one place

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### **Who Can Use This**

* Super Admin
* Admin
* Manager

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### **Getting Started**

To access the Email to Client feature, navigate to the client’s profile. The system displays a **Send Email** button on the right side of the Client Details panel. Clicking this opens an email composer where you can select the sender email, add recipients, write your message, and send it immediately.

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### **How to Send an Email**

1. Go to **Clients** → choose any client
2. Open the **Client Details** page
3. Click **Send Email**\ <br>

   <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2Fd0VJVW579EQeBM6rAirT%2FScreenshot_81.png?alt=media&#x26;token=9400d02b-334c-4445-99ec-6807a98d92ae" alt=""><figcaption></figcaption></figure>
4. Select the sender email in the **From** field
5. The client's email address will auto-fill in the **To** field
6. (Optional) Add a team member in **CC**
7. Enter a subject
8. Write your message using the rich text editor
9. Click **Send** to deliver the email\ <br>

   <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FQSnrDlDKkuja1ATHrgIF%2FScreenshot_82.png?alt=media&#x26;token=884987c2-62be-4c68-8eca-b84d82a2164c" alt=""><figcaption></figcaption></figure>

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### **Additional Notes**

* Emails are sent using the custom email or the default agency handy’s email.
* Only team members can be added in CC — clients cannot be CC’d
* This feature does not send attachments in the current version
* Emails sent from this interface are not visible to the client inside their portal
* If SMTP is not configured, delivery may rely on standard system settings