This article will guide you through adding staff as a carbon copy (cc) on system emails.
Staff members can be carbon copied in on certain system emails. Emails which you can cc staff are:
- Emails Related To Prospects
- Emails Related To Staff Initiated Email Blasts / Messages
- Emails Related To Scheduling (with the exception of Booking Reminder Email)
1. Find System Email
Navigate to Setup > Communication > System Emails and find the email you would like to cc a staff member on. Click on the edit pencil to open up editing options.
2. Select CC Option
In this New Service Booking Scheduled Email you would click the button Send from default but cc who booking is which. Each email may have slightly different wording for who you are adding as a carbon copy.
When you are done editing, click on Update This Email Type to save any changes.
Frequently Asked Questions:
1. Can you CC more than one user to the email?
- Not at this time. The user CCd will be the staff member that is booked.
2. Does the email add the event to my calendar on my phone?
- Not at this time. It will show on your ClubReady Staff Profile Calendar only.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Club Setup: Can access setup
- Club Setup: Can access system emails setup