Making Notes and Sending Emails to Students in the SMS

Making Notes and Sending Emails to Students in the SMS

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.

Navigation Instruction:

Perform the actions in our interactive tutorial below or use the buttons on the left portion to change to scroll, slideshow or watch view.







How to Make Notes in the SMS


1. Go to Students and select the student from drop-down list.
2.  Navigate through the Notes tab.
3. Click New.



4. Make a note by typing in the Notes.  You can also add a Hyperlink in the Hyperlink section if applicable. 
5. Click Save to save changes.




How to Send an Email to a Student


1.  Go to Students and select the student from drop-down list.
2.  Navigate through the Notes tab.
3. Click Email.



4. Type in your Email Subject and additional recipients separated by commas if needed.
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.



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