In this article you'll learn how to enable automatic day sheets for your business, and send these to individual staff members.
Important note: 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.
How to enable day sheets for your 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.
How to send day sheets to individual staff members
Once the account holder email has been enabled, you can choose to send individual staff a copy of their appointments for the day too. To do this:
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.
Timely note: day sheet emails will only be sent to staff if they have appointments included in the calendar at the time the email is generated.