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How to send Messages to Staff and Customers
How to send Messages to Staff and Customers
Updated over 7 months ago

It is possible to send messages to your customers through the app, instead of sending emails externally. There are two ways to do this, either through a project, or the whole system. Lets go through the project option first.

Send a message within a project

Navigate to your projects by clicking on Bookings > Projects > All. Then select your project

Click on the 'Messaging' tab that is located on the top of the page.

Here is where you will be able to send messages to accounts that are signed up to your project, which you can choose between blocks.

Enter your email subject, then select the blocks you want to send the email to. You can choose between specific blocks or select "All" to send this email to everyone taking part in this project. Then you can enter your email within the "Message" text box.

Once the message has been entered, click "Send", and this will send the email to your selected blocks.

System-wide message

If you would like to send a system-wide message, click on the "Messages" tab that is located on the left hand side of the page.

At the top of the page, you can see multiple tabs of who you can send messages to, these are:

  • Staff

  • Schools

  • Organisations

  • Customers

Click on "+ Create New" at the top right of the page to create a message.

You have the option to send the message to a group of customers by selecting the following:

  • Date

  • Activity type

  • Department

  • Session Types

In the "To" dropdown list, you can leave this blank if you have a group of recipients you intend to send this message to, as set in the previous point. However, if you want to send a message to specific users, you can select them in the dropdown list, or enter their name manually.

Next you can write a subject, and then the message, with the option of including attachments.

Once everything has been set up, click "Send", then the message will be sent to the selected users.

Within the Messaging tab, there is an "Inbox" tab on the top of the page, which will show previously sent messages.

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