Overview:
Caresquare allows you to send emails directly from the platform, making it easy to contact suppliers, participants, or anyone related to a specific. This feature helps streamline your workflow and ensures important information (like invoice details) is included automatically when using email templates.
a) To - Enter the recipient's email address in this field. You can add more than one email address by separating them with a comma. This is where the message will be delivered.
b) Subject - Add a relevant subject line for your email so the recipient knows what the email is about at a glance.
c) cc yourself toggle - Turn this toggle on if you want to receive a copy of the email you’re sending. This is helpful for record-keeping or future reference.
d) Appy Template - Choose from a list of pre-set templates. Selecting a template will:
Automatically fill in the subject and message body.
Insert key details pulled from the invoice, such as:
Invoice number
Provider name
Participant’s first and last name
This saves you from entering information manually and ensures consistency and accuracy.
We do have a separate Knowledge Article on how to make you own Template.
(Please see Setting up Email Template)
e) Relates to
f) Send Email Button - Once everything looks good and you’re ready to send, simply click the "Send Email" button. Your message will be sent out immediately.