Scheduling emails lets you prepare client communications in advance and send them at just the right time.

1. Compose your email inside a project, lead, or client.

2. Choose “Schedule for later.”

3. Select your desired send date and time. Note that time is shown in UTC.

4. Click Schedule Email.

Tip: Use scheduled emails to welcome new clients, follow up on overdue forms, or deliver a progress update mid-project.

Best Practices for Scheduled Emails

• Schedule emails early in the week for better open rates.

• Schedule emails if you're working after normal hours to manage client expectations and communication dynamics.

• Use smart fields like [Client First Name] to personalize.

• Avoid back-to-back emails – space them out over days.

• Combine with workflows for automated delivery.