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Sending Custom Emails to Participants

The Appointments List is the primary tool for managing communications for a specific roster event. This page allows you to send bulk messages or target specific individuals.

1. Filter Your Recipient List

  • Navigate: On the Admin UI sidebar, select Appointments List.

  • Set Filters: * Check the All Appointments box.

    • Select your specific roster event from the Event dropdown menu.

  • Search: Click the Search button to generate the list of registered participants.

2. Launch the Email Tool

Click the Send Email button at the top of the page. You will be prompted to choose your audience:

  • Send to All: Sends the message to every participant currently visible in your filtered list.

  • Send to Selected: Only sends the message to the individuals you have manually checked in the list.

3. Configure Your Message

A Send Email window will appear with the following options:

  • Email Type: Toggle between a Reminder/Follow-up email or a Custom email.

  • Content: You can use your pre-configured email template or override it with a unique message for this specific send.

  • Template Management: To view or edit your default templates permanently, navigate to the Settings / Notification Setup page for that event.

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