Quick Message a Schedule – Organisation Reps (Bookers Only)

Purpose
This guide explains how to send a quick email to the Organisation Representatives (Bookers) linked to bookings on a specific schedule. This method ensures the message is sent to the booking contact — not the attendees.

Step 1: Open Compose Message

1. From the top menu, select the Tray icon.

2. On the left-hand side, click Compose Message.

3. Choose Compose Email.

Step 2: Refine the Recipient List

1. Click the Magnifying Glass icon to refine results.

2. On the filter screen, apply the following filters:

   • Contact Type → Select Org Rep
   • Course → Select the relevant Course
   • Schedule → Select the required Schedule date

3. From here review your list of org reps > select all and then add

Step 3: Review the Results
After applying the filters:

• The results will display the Organisation Representatives linked to bookings on that schedule.

• Attendee email addresses will NOT appear.

Confirm the recipient count matches the number of booking contacts expected before proceeding.

Step 4: Compose and Send

1. Enter your Subject line.

2. Add your email content.

3. Use placeholders if required (e.g. schedule date, organisation name).

4. Click Send when ready.

Important
Always ensure Contact Type is set to Org Rep.
If Attendee is selected instead, the message will go to delegates rather than the booking contact.