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 notes

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

• Select your email recipients (students and parents with valid email addresses saved to their profiles will automatically appear as options)
  • If you wish to add recipients that are not part of the student/parent group, you may do so by typing in a valid email address in the "Additional recipients" text field. You may add up to 3 additional recipients. 

• (Optional) Edit the subject line (the default is "A note from (your company")
• Compose your email by editing the note content 
• Click "Send Email"

 Additional editing of the email

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

• Change font 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
• Your email signature will be appended at the end of future emailed notes