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Email Addresses in the New Clients Report

Jessica avatar
Shared by Jessica •

Hi there,

The New Clients report now includes each client's email address, making it easier to welcome and follow up with new customers.

What's New:

• A new Email column in the New Clients report.

• The email is included when you export the report.

How to Use It:

• Go to Reports → Client Reports → New Clients.

• Choose your date range and run the report.

• Export the list to use it for welcome emails or follow-ups.

Benefits:

• Reach new clients without looking up each one.

• A ready-made list for thank-you notes and marketing.

If you have any questions, please reach out to our team through the chat or by emailing [email protected].