Step 1: Access the Planner Page
Navigate to the "Planner" page.
Step 2: Right Click the Desired Shift or Project
On the planner page, find an assigned staff member who you would like to email.
Alternatively, right-click a shift or project to email all assigned staff.
Right-click on the staff member or the header of the desired shift or project. This should open a context menu.
Step 3: Select "Send Email"
In the context menu, look for an option that says "Send Email".
For projects, you can also select an "Send Email (Day)" option which will only target staff working on the selected project for that day.
Step 4: Draft Your Email or Use Template
After selecting "Send Email," a dialog box will appear where you draft the message you'd like to email staff.
You will have an option to select a template to quickly input a pre-saved message. Templates can be created in the Admin area by admin and manager level users.
One file can be attached to emails should you wish to forward any documentation related to the shift or project.
Merge Tags can be utilized in your emails to personalize the message for each recipient. See below for available Merge Tags.
Step 5: Send the Email
Click the "Send" button to send the email associated with the selected shift.
Merge Tags
Merge Tag | Can Use When |
{{staff_fullname}} | Sending Any Email |
{{staff_firstname}} | Sending Any Email |
{{staff_lastname}} | Sending Any Email |
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{{shift_date}} | When Sending Emails About Selected Shifts |
{{shift_start}} | When Sending Emails About Selected Shifts |
{{shift_duration}} | When Sending Emails About Selected Shifts |
{{shift_task}} | When Sending Emails About Selected Shifts |
{{shift_label}} | When Sending Emails About Selected Shifts |
{{shift_note}} | When Sending Emails About Selected Shifts |
{{shift_staff_note}} | When Sending Emails About Selected Shifts |
{{shift_department}} | Only When Sending Emails About Selected Shifts |
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{{project_name}} | When Sending Emails About Selected Projects and Shifts |
{{project_location}} | When Sending Emails About Selected Projects and Shifts |
{{project_client}} | When Sending Emails About Selected Projects and Shifts |
{{project_comment}} | When Sending Emails About Selected Projects and Shifts |
{{project_schedule}} | Only When Sending Emails About Selected Projects |
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|
{{today_date}} | Sending Any Email |