How to Add Notes and Send Emails to Students in the SMS

How to Add Notes and Send Emails to Students in the SMS

Idea
Overview
In this tutorial, we will walk you through on how you can send emails and lodge every interaction you had with your students. This is relatively important when you need to inform or send updates to students about their training or enrolment.

Notes
Step Tutorial

How to Make Notes in the SMS

1. Go to Students
2. Select the student from drop-down list.
3.  Navigate through the Notes tab.
4. Click the ' + ' icon.


5. Make a note by typing in the Notes. 
  1. Subject – Enter a descriptive title for the note to help identify its purpose.
  2. Note Type – Select the category that best describes the note for easier organisation and filtering.
    1. Note Types can be created/edited in SMS Administration > Templates > System tab > Note Types subtab
  3. Enrolment No. – Associate the note with a specific student enrolment, if applicable.
  4. Hyperlink – Add a URL to an external website, document, or online resource relevant to the note.
  5. Attachments – Upload one or more files to provide supporting documents or additional information for the note.
6. Click Save to save changes.



How to Send an Email to a Student

1. Go to Students 
2. Select the student from drop-down list.
3. Click Email.



4. Type in your Email Subject and additional recipients separated by commas if needed
  1. Note Type – Select the category that best describes the email for easier organisation and filtering.
5. Compose your email. You may use any of the available emails from the Custom Templates or you may type in your own message.
6. Click Send Email.



Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. For any questions or concerns regarding this function, please reach out to the contact support via email.

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