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.
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
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
Who Can Use This
Super Admin
Admin
Manager
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.
How to Send an Email
Go to Clients → choose any client
Open the Client Details page
Click Send Email
Select the sender email in the From field
The client's email address will auto-fill in the To field
(Optional) Add a team member in CC
Enter a subject
Write your message using the rich text editor
Click Send to deliver the email
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
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