Sometimes things come up, and you may need to email all of your clients who have appointments within a certain date range. You can filter these several ways, depending on the particular need this email is intended to address. As a note, this feature is available upon request only, so please contact support@timetap.com in order to have this option turned on for your account.
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From your Appointment List Lists page, there are several options for narrowing down which clients will receive the email:
Date Range--this is the option to limit the date range of appointments that to show in the list
Status--you can toggle between the different tabs of appointment lists from Pending appointments, to Open, Completed, Cancelled, No Show, or Deleted appointments to Time Off entries , or Deleted appointments
Locations--if you’d like to only see appointments at a certain location, you can filter some outwhich locations to show, or opt to include all
Staff--when you only need to view and email a certain staff member’s clients, you would filter some staff outwhich staff to show the appointments of here
Services and Classes--filter to view some services or classes but not others
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You can also opt to show more appointments at one time on each page than the default of 10 by clicking the dropdown menu next to the number 10 to be able to view (and select) more appointments at a time.
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Once you’re viewing only the appointments that you need to see, click the topmost check box on the left side to select all appointments, or you can go through and individually select the ones you need to email. After selecting the appointments, click Send Email.
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When you click Send Email, a box will pop up appear with a dropdown menu giving you the options of the different templates you can choose from. Click the dropdown menu to choose a the template you want, then click Send Template.
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From here, you’ll have a one last opportunity to make any changes necessary to the template before it goes out to the clients. Once you’re ready to send, click Send Email. You should see a note letting you know it that this has been done successfully.
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If you did have more appointments than the ones you were viewing on that the first page, you’ll now want to click the Next button at the bottom of the screen to view and select the next page and repeat this process until you have selected all of the appointments that you wish to send an email to.
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