Send a message to an event’s clients

Post a shared event message, attach files, and check client portal and email delivery status.

For planners · Messages and email

How to do it

These steps are for PlanWell on the web.

Open the event’s Messages section and find Shared conversation.
Write in Message your client, or select a Reusable reply if one is available. Choose Attach files to add files that belong with the message.
Choose Send message. Check the result and the message’s status: a client portal post and an emailed message are different delivery outcomes.

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