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Multiple clients - Sending Email Events
Multiple clients - Sending Email Events

We'll go over the email event flow when more than one client is added to an inspection

Peter Posada avatar
Written by Peter Posada
Updated over a year ago

If you have added multiple clients to an order and you have set up email events that are sent to the client(s), the system will create a separate email event for each recipient:

That way you can track the email delivery from each email address. (Click on the link to learn more about how to View the Sent Emails).

If you want to exclude a client from receiving an Email Event, click on the Hold or Delete icon located on the right side of each event:

If you want to create a new Email Event to be sent to the Clients from an order, follow the steps in this article: Create a New Email Event. Remember to select "Client(s)" as the recipient.

Remember, you can send payment, agreement, and payment links from the Events.

If you have any questions about this process please let us know! You can reach us by chat, email at help@inspectionsupport.com, or phone at (800) 700-8112.

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