How-to Automate Sending A Staff Gig Invitation Email
updated 10 months ago
Let Party Pro Manager automatically email your staff to notify them of their new gigs added to their schedules!
TO SET IT UP
Step 1: Click on your company name in the top right corner and click on the "Settings" button
Step 2: Click on the "Staff Scheduling" option in the Settings sidebar menu
Step 3: Under the "Automation" section, make sure 'Send gig invitation email?' is checked
Step 4: Select the Standard Text you'd like to use for this email. (If you want to create a new Standard Text, see 'step 7' of this help doc)
Step 5: Save your settings
TRIGGERING THE GIG INVITATION EMAIL:
With the above set up, when you go to add a staff to a new gig, you’ll see a “SAVE + SEND EMAIL” button on the ‘Editing Staff’ screen.
Note: you can add the staff without emailing them, by clicking the down arrow on the “SAVE + SEND EMAIL” button and choosing the “Save and close (Don’t send email)” option.