Go to your client list:

Select the checkbox beside the clients/patients you want to send the message to - the top checkbox selects all - and then click Action.

Select Assign Note Template from that drop-down menu.

Select a Note Template you have previously created. You can watch the tutorial for creating Note Templates here.

Once you've selected the Note Template you want to send out, fill out the message you want to send and toggle Visible to Client on. Click Save and Send when you are ready to send.
