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How to CC Customers on Notifications (On the Mobile Version)

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Charles I
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The CC Appointment feature allows you to copy a customer on the email notifications that are sent to another client. To learn more, follow these steps:

  • Tap Customers at the bottom of the screen.
  • Select the client.
  • Tap Edit.
  • Select the customer.
  • Tap Save.

 

Copying Customers on Email Notifications on the Mobile Version 

1. Tap Customers. 

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2. Select the client. 

2.png

 

3. Tap Edit. 

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4. Select the customer you want to CC on appointment emails. 

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5. Tap Save.

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    Becca Harris

    How do you book an appointment for the daughter using the mother's account, so the daughter's name shows on the appt not the mom. 

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    Charles I

    Hi Becca. Since each customer must have their own profile, this option doesn't exist, currently. However, I will send this feedback to the management team. 

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