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Mass Email
To send Mass Emails to your participants, hover over “Utilities” on the left side menu and click “Send Mass Emails.” To locate participants, select either the “Program” or a “Date criteria.” When selecting a Program, the remaining ...
Add/Change User Email
To Add or Change a User email, click on “User Management” & search for the user. Next, hover over the Action icon to the left of the user, & select “Edit”. (Best Practice: Verify with the Shopper the address and phone on the account to ...
Class Reminder Emails
If desired, an organization can send reminder emails to participants prior to the start of a session. To utilize this optional feature, locate the class in Catalog Management, hover over the Action Icon and select View/Edit. Click the edit (pencil) ...
Resend/Reprint Receipts
To resend a cancellation email or reprint the receipt for a cancelled order, click on “User Management” & search for the user’s account. Next, hover over the Action icon to the left of the user, select “View User Option” and then click “View Order”. ...
Adding a Fillable Form
To add a new fillable form, click on "Configuration" and select "Fillable Form"; then, click the "+" in the upper/right. Enter a name (required) and description (optional) for the form. Next, drag/drop the PDF or PSD file from your desktop, or ...