Overview
When you have responses from tutors from a Schedule Bid Assignment Offer you may wish to send an email to offer a selection of tutors to your customer from which they choose their preferred tutor.
Or you can email to advise them of the tutor you have chosen or confirm the tutor they have chosen.
This is optional.
Article Sections
To Have in Place
To Send these emails you must have the following in place:
- Invitations sent from the Schedule
- Responses to Invitations in the Schedule
- Created or Edited a Schedule Email Template
Send The Email
1. From the Tutor Tab in the Schedule press the tutor icon for up to 5 interested tutors you wish to include in the email. Or the assigned tutor if you are advising your customer.
2. The order you press the icons will be the order the tutors appear in the email. The blocks will turn from pale to bright green when pressed.
3. At the top of the schedule press the 3 dots and opt to Message Customer.
4. The email area will open and pre-populate with the customer's email address from the parent record.
5. From the Template Menu select the template you have set up for this email.
6. The template will populate with the data for the selected tutors. Grid lines will not show in the received email.
7. If you did not select 5 tutors simply delete the empty tables/space before sending.
Action Customer Response
8. When the customer replies, assign the tutor from the Tutor Tab in the Schedule.
9. Press Assign this Tutor next to the tutor chosen by the customer. The successful tutor will be advised by TutorFirst as will any unsuccessful tutors.