Send an email from a template

1. Open Emails and click New Email.
2. In To, type a name or email and pick from the list.
3. In the editor toolbar, open Template and pick one. It fills in the subject and body with the customer's details.
4. Change anything you like. Tags inserts fields like the customer's name.
5. Click Send Test first. It only goes to your own email from your employee profile.
6. Click Send. It asks you to confirm before a customer gets it.

Send stays grayed out until Customer Sending is turned on in Emails → Settings.