Manually send a Reminder Email

Reminder emails are sent automatically based on the timing designated in the Email Templates, but they can also be sent manually as needed.

Send a reminder email from the Dashboard

  1. Log in to the Find Your Ally portal. On the Dashboard, scroll down to the Upcoming Bookings list. 
  2. Click on the three dots in the far right
  3. Select Send Reminder Email and confirm to send an automated reminder email. The email will be sent with in 1 minute.

 

Send a reminder email from the Bookings page

  1. Log in into the Find Your Ally portal and navigate to the Bookings page from the left menu
  2. On the Bookings table, find the SMS&Email column on the right 
  3. Within the specific Booking row, click on the envelope icon to send a email reminder for that Booking.

     

Send email reminders in bulk from the Bookings page

  1. To send automated reminder emails to several clients at once, check the box next to each Booking.
  2. From the pop-up bar at the bottom of the page, choose Send Email Reminder to send email reminders to the selected Bookings.

 

 

 

 

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