Prepared Notifications

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When you schedule people, an email icon is placed next to their name to indicate that an email is ready to be sent. Until you send an email, your team members will not know they have been scheduled and will not be able to see the plan.

If a Reminder Email is scheduled to be sent, and it goes out before you manually send an email, the email icon will disappear.

From the Teams section in a plan, view people who have not yet been emailed.

Edit or Schedule a Person

If people in the team have not received an email, the envelope icon will show on the Team dropdown. Email everyone on that team by selecting that dropdown and Email.

Email an individual or disable the notification by selecting their name.

  1. Select their email address to send an email to them individually.
  2. Disable the notification, which allows them access to the plan when they log in, by unchecking the box next to Prepare.

If you want your team members to have access to the plan as soon as you add them to it without receiving an email, uncheck the notification default in the Team Settings.

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