> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/appointments/client-appointments/send-appointment-report-by-email.md).

# Send Appointment Report by Email

**Audience:** Super Admin, Admin, Supervisor, Clinician \[VERIFY: confirm exact roles that can send appointment reports by email]\
**Page type:** Task guide\
**Status:** Draft\
**Owner:** Compassly Documentation Team\
**Last verified:** 2026-04-06

## Purpose

Use this action to email an appointment report to selected recipients.

## Before you start

* You must be signed in to Compassly.
* You must be on **Client appointments**.
* You must select at least one appointment.

## Important

* The send email action appears next to **Export PDF** after you select one or more appointments.
* The **Send report to email** modal lets you select recipients from the users listed in the appointment.
* The email arrives with the appointment report attached as a PDF.

## Role differences

* **Super Admin / Admin / Supervisor / Clinician:** \[VERIFY: confirm exact role split.]
* Other role access is unconfirmed.

## Steps

1. Open **Appointments** > **Client appointments**.
2. Select one or more appointments using the row checkboxes.
3. Click the send email button next to **Export PDF**.
4. In **Send report to email**, select one or more recipients.
5. Click **Send**.

## What happens next

* Compassly emails the appointment report to the selected users.
* The report is attached to the email as a PDF.

## Related guides

* [Export Appointment PDF](/compassly-docs/core-modules/appointments/client-appointments/export-appointment-pdf.md)
* [View Appointment Details](/compassly-docs/core-modules/appointments/client-appointments/view-appointment-details.md)


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