Sending clients emails via Workflows/Tasks
A email template can be attached to a task within a workflow or standalone task. Upon completion of the task the email will be send directly to the client from DASH.
Create the email template
Within Settings > Templates > Email. Create your email template, such a meeting confirmation, review meeting invite, etc
Link the email template to the task
Go to your workflow template within Settings > Templates. Open the specific task
Go to the Client Notifications tab and enable notification, then choose the appropriate email template that you want to send upon completion of this task
Sending the email
Once the workflow is activated, the task will show a notification option. Select the pencil to review and/or edit the email as needed
The email template will appear to be editing/reviewed. Click Save - this will not send the email.
Once the task is completed, you will be prompted to edit the email again or send.
Switching off the email notification
In the instance you do not want to send the email, within the task, select Edit
Navigate to the Client Notifications tab and disable. This will disable the email being sent for the specific task only.