Sending Email Alerts, Reminders and Accept or Decline Invitations

You can send email alerts, reminders and invitations when events are add, updated, deleted, or manually requested. Emails can be sent in a few ways:

1, Send emails automatically to the people and customers you tag in your event when something is added or changed.

2, Send emails (alerts or invitations) manually to the people and customers you tag in your event.

3, Send emails manually to a general address by typing it into the email address field of the event.

4, Send email reminders to the people and customers you tag in your event just before the event is due to start.

5, Send email invitations to the people and customers you tag in your event, so they can Accept or Decline.




1, Automatic Emails


When an event is added, updated or deleted an email can be automatically sent to the email address of any/all tagged resources.

In the full online version (login from our home page, or press 'Full Online Version' from the app)...

1, Add a valid email address to each of the Resources that you want to send an email to. Access your resources from your Account Settings > Groups and Resources page.

2, Choose the type of activity that would cause emails to be automatically sent to the resource.

3, You can use Exceptions to block emails from being sent until a specific resource is tagged in the event. For example you can enable automatic email alerts, but until events are tagged with a resource called Confirmed or Published, nothing is sent. As soon as Confirmed or Published is tagged in the event then emails will be sent.




From within an event you can press the Share button to see a sub menu where you can select Block Email Alerts if you want to make a change but do not need automatic emails to be sent for that change.




2, Manual Emails (alerts or invitations)


From within an event you can press the Share button to see a sub menu where you can select Send Email. This will send email alerts, or invitations, to the selected tagged resources with an email address.





Emails can also sent for a batch of events from the List View where you can select many events at once then at the bottom choose the batch option Edit > Send All Emails.




3, Manual Event Email


Add a valid email address to the events Email Address box. Every change to this event will be emailed to the email address specified.




2, You can change the type of emails that are sent to this address in your Advanced Account Settings > Email page.






4, Email Reminders

In the Advanced Account Settings on your Account Settings page you can choose set a default Email Reminder period. In an event you can choose the time period before an event starts, when you would like to receive an email reminder. The reminder emails are sent to the email addresses of all tagged resources with an email address.



Note: If you are also using our desktop software you must be using version 7.8.32 or higher to prevent any compatibility issues with this new cloud reminder feature.




5, Email Invitations





When selecting the resources in the event (next to the resource name click to the options link '...') you can set the condition of the resource as 'Pending', this will add extra options to the email alert to allow the resource to accept or decline the event when they receive the email.

Their response will automatically update the event in the schedule and the last user that updated the event will be notified. A tick or a cross next to the resource name will show the response received after the user clicked the accept or decline button in the invitation email.

New invitations will be sent if the event is moved and they have not accepted. If they have accepted then an email will be sent with the new event details. Invitations can be resent by clicking Send Email in the Events Share menu.

email,invite,invitation,accept,decline,send,search




Last updated on May 20, 2013
Schedule it Ltd
/faq/10246/sending-email-alerts-reminders-and-accept-or-decline-invitations

Subscribe to our newsletter and receive our free scheduling tips and articles to help you improve the planning in your business. Unsubscribe anytime.

GET STARTED RESOURCES
Login Support and Help
Register Blog
Features Privacy Policy
Online Pricing Terms and Conditions
On-Prem Pricing Industry Sectors
Latest Version Reviews and Feedback
Live Webinar Status
APPS POPULAR SEARCHES
Web App Team Scheduling
iOS App Employee Planning
Android App Customer Scheduling
Zapier App Engineer Scheduling


Start Your Free Trial Today



Copyright © 2003-2020 Schedule it Ltd. All rights reserved.
Schedule it on LinkedIn   Schedule it on Twitter   Schedule it on YouTube   Schedule it on Facebook
Join Us - Live Webinar