How do I email a Note?

Emailed notes offer a centralized location to track your communication with students and clients. For more details, see What are Student Notes and how can I use them?

Notes may be emailed from Student and Contact (parent) profiles with the option to email a copy to the student, their parents, and 3 additional recipients. Each individual receives a copy of the message (i.e. a Blind Carbon Copy).

How to email students or contacts using Notes

• Click on the Note to be emailed 
• Select "Save & Email Note"

• Select to whom you would like to email the note (remember, you can include multiple recipients)
• Edit the subject line(Optional)
• Compose your email by editing the note content 
• Choose whether you want to email the note now or at a later time

• You can schedule a note to be emailed up to 2 weeks out. You can also pick at what time you'd like the email to be sent:
  
  

 Additional editing of the email

• The toolbar within the Email body provides several options so that you may customize your email.  

• • Change font color, size, and color
  • Clickable links may be inserted to direct clients to a specific website
  • Bullets and tables may be added
  • Attach Files

 Setting up a default email signature

• From the "Save & Email Note" screen, click on "Set my email signature default" toward the bottom left-hand side of the screen
• Create/Edit your email signature
• Be sure to click Save Signature before exiting the window
• Your email signature will be appended at the end of future emailed notes