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How to Send Notifications when Creating Events

Overview

Using the Notify tab when creating an even you can send emails or text messages to your clients and/or employees when you create an event.  The instructions below will help you do that.

If you would like the emails or text messages to be pre-populated you will need to setup the document template when creating/editing the calendar type or calendar sub-type.

How to Send Notifications when Creating Event

  1. Create an event using the instructions in the support article How to Create/Edit Events
  2. Before you save the event click the Notify tab on the right side of the New Event window
  3. Click one or more of the available options
    1. Send Email To Scheduled Employee(s)
    2. Send SMS Text Message To Scheduled Employee(s)
    3. Send Email To Client(s)
    4. Send SMS Text Message To Client(s)
  4. After you click the Save button one or more windows will open allowing you to email and/or text message the clients and/or employees