Email Staff

To email multiple staff members at once you can use the Email/Text Staff function from the Staff menu.  Note: To email an individual staff member use the Email button in their Staff record.

  1. From the Staff menu click Email/Text Staff.
  2. Select a Template if desired and the email Type (plain text or HTML).
  3. Enter an Email Subject Line and Message.
  4. Click Attach File, Insert Image, or Choose from Dropbox to attach files and add images if needed. See the Help Article Email Attachments and Images for more details.
  5. Select a reply email address from Email Replies Sent To which includes the email addresses of all User IDs and Locations in your database (Tools > Edit Settings).  Note: This email address is also sent a copy of the email.
  6. Select any email addresses to Send Additional Emails To (User ID and Location email addresses are listed).
  7. Use the Search Criteria to select which staff members to send the email to.
  8. Click Preview List.
  9. In the preview, clear the check box for any staff members you want to omit. You can clear the Check All header check box to remove every email address and then select only specific families.
  10. Click Send Now to send the email right away or select Send Later to schedule the email to be sent at a later time. See our Help article Schedule an Email for more information.
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