Managing Automatic Scheduled Emails

Access Scheduled Emails

1. Navigate to Configuration from the left-hand menu.
   
2.  Under Email and Letters, select Scheduled Emails. You can also use Quick Search to find it. 
   
3. Click Add Schedule to create a new scheduled email, or select an existing schedule to make changes. 

Configure a Scheduled Email

1. Choose a Letter: Select the letter or email template you want to send.
2. Choose Who Receives It: Depending on the letter type, use the Send To option to determine who receives the email.
   1. Invoice: Automatically sent to the guest who owns the invoice. The Send To option is not available.
   2. Primary Contact: Sends one email to the reservation's primary contact. The letter includes a summary of all units and charges but only the primary contact's personal information. This works well for group reservation confirmations.
   3. Each Group Member: Sends an individual email to each group member containing only that guest's applicable unit and charge information. This is useful for Registration Cards or information that should be sent to every guest.
3. Set the Schedule: Choose when the email should be sent based on the reservation's Arrival or Departure date. Emails can be scheduled before or after either date.
4. Choose a Send Time: Use the Send At dropdown to select the hour of the day the email should be sent.
5. Click Save Schedule to activate the automatic email.