How to send automatic day sheets

You can set up a daily email of your appointments in day sheet format to be sent automatically to staff.

To do so, you will need to:

  1. Enable day sheets for the business.
  2. Enable day sheets for individual staff.

Staff can only be sent a day sheet if the business day sheets have been enabled first. Once they have been enabled for the business, a checkbox will appear in the staff member's profile.


1

Enable day sheets for the business

  1. Head to Setup > Calendar settings from the main menu.
  2. Scroll down to the Daily appointment summary section: 

  3. Check the box next to Receive and email summary of all appointments for the day

  4. Click Save to apply settings.

2

Send day sheets for individual staff

Once the account holder email has been enabled, you can choose to send individual staff a copy of their appointments for the day too.

  1. Head to Setup > Staff in the main menu.
  2. Click Edit next to the staff member.
  3. Scroll down to the Booking options section.
  4. Check the box next to Send an automatic email each day with a copy of staff's appointments attached
  5. Click Save to update.

Day Sheet emails will only be sent to staff if they have appointments included in the Calendar, at the time the email is generated.

Still need help? Get in touch with the Support Team Get in touch with the Support Team