Create a log of emails sent through Book That In
The client record should have a new section added to it for ‘Emails’
All emails sent to each contact should be recorded here, with date sent, subject and email content.
This allows the business owner to check what emails have gone out to a particular customer and when.
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Comments1
clubhouse
Nov 8, 2025
•Merged request
•1 vote
Create a record of emails that have been sent to customers on Book That In
We need to be able to see which emails have been sent to customers – is there a way this can be added to the customer record (a timestamped history of comms)?
We need to have this oversight of comms with customers.