This article covers how to manually send an email or text message to a customer from an appointment or from a contact's profile, including choosing a template, editing the message, and selecting recipients.

Sending is only available if the customer has an email address or phone number on file.

Manual texts count toward your SMS usage.

Email and text templates can be edited at https://app.zenmaid.com/settings/communication-templates.

If the available templates don't suit your needs, you can clear the content and write the message from scratch.

From your ZenMaid Dashboard, open the Appointments icon and select your preferred scheduling view.

Locate the appointment for the client you want to contact and click it.

In the appointment overview, click Actions and select Send Text/Email.

In the dialog, expand the Type of communication dropdown and select a template.

Check the channels you want to send through. Email and text can be sent together in the same action.

Click Send to send as is.

From your ZenMaid Dashboard, go to Contacts > All Contacts.

Search for the customer directly or use the filters to locate the profile.

On the contact page, make sure the customer has an email address on file.

Click Send message.

In the pop-up window, select an email template from the dropdown.

To customize the message or change who receives it, click Preview and edit before sending. The To field appears near the top of the preview page.