In This Article: 

  • How To Email an Exercise Set To Your Clients
  • Customize the Email
  • Using the CC Function
  • Managing Sent Emails

  • How To Email Your Exercise Set To Your Clients 

    1. When you have finished creating an Exercise Set, navigate to the 'Send' button at the top of the Exercise Editor.

    2.  If you have emailed the client before, search for their name in the "Search for an existing client" search bar.  If they are a new client, add their information in the "Create a New Client" feature.

    **The Portal Key allows the client to view their Exercise Set in the Client Portal.  Be sure to communicate to your client what you entered for the Portal Key3.  You can confirm at a glance that your Exercise Set was Saved or Sent!  When the Exercise Set is still loaded in the Designer, there will be a check mark on each button if the Exercise Set was successfully Saved or Sent. 

    Customize the Email 

    1. Edit the email body and signature to customize the email, and change the title of the exercise program if you wish.  The title will automatically populate as the date.  

    2.  Once done, hit "Sign and Send."  You will be prompted to electronically sign to confirm the email is done by you and addressed to the right client.  

    3. Your clients will receive an email with a link to their exercise program 

    Using the CC Function

    1. Input a CC address above the body of the email. (You can set a default CC email for all sent emails in Customize Outgoing Email).

    This will send a receipt of sent exercises to any emails listed.  This just a receipt, so it does not include any exercise information.  If you insert your own email address into the default CC field, it's a handy way to confirm that you've sent a client's exercise program!

    2. The CC address will receive a notification that an email has been sent to the recipient's address:

    Managing Sent Emails

    Each email you send creates a Client Profile. You can manage your emails and clients in the Client Manager.  

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