Sending Emails from Contact
How to send an email from the Contact tab
Updated: January 20, 2026
- Navigate to Contacts in the menu pan and select the Contact that you would like to send an email to.
- After clicking on the name of the Contact, a new screen will load containing all of the contact's information. At the bottom of the right-hand pane, there is a box where you can send either SMS or email messages. Ensure that Email is selected, fill in the remaining fields, and add your message.

You can also send attachments, use a template, or request money using the icons in the lower right underneath the messaging field.
You can schedule your emails to send at a later time; just click the green clock icon beside the "send now" button.
Warning: If you do not have an email address for the contact saved, the email option will not be available.