Add e-reminder user

Most users will sign up for e-reminders on the outreach emails but you can also add guests manually on the dashboard.

On either the home or services screen, click the down arrow of the Emails button for the service the guest would like to receive e-reminders for.

Select View/Add e-Reminder Users.

At the top of the e-reminder users screen, click Add New.

Dashboard_button_addnew

Enter in the guest’s information, including full name and email address. Mark the user as active, click Add.

Screen Shot 2014-03-26 at 11.16.24 AM

The user is now setup to receive e-reminders of dates that were setup for the service.

Screen Shot 2014-03-26 at 11.21.25 AM

Deactivate E-reminder users

If a guest would no longer like to receive e-reminders, they can be turned off for that guest.

For that guest, simply click the check mark in the active column. The check mark will turn to a red X and the guest will no longer receive e-reminders.