How can I send pre session booklets to clients?
You can send booklets to client by using following steps:
- Login to Self Help Portal and go to Manual Trigger or click on it.
- After that in search box (Name/Email), type client name and search or select client.
- After select client, In trigger category drop down - select booklet category
- Now next step is in trigger name - Select Session that you want to send booklet to client and submit. Now Client will receive booklet email that you send.
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