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Bulk Email to Caregivers
Bulk Email to Caregivers

How to send a custom email to all, or just some, of your caregivers

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Written by Kate Lewis
Updated over a week ago

You may have an urgent need for a caregiver, and you want to ask all your caregivers at once who will be available. You might also want to send a reminder about an upcoming training session or the requirement to get the flu shot. You can send a bulk SMS message to them, but you might want to send an email as well, or instead of the text.

First, navigate to your caregiver list and expand the number of rows per page to allow you to send the greatest number at once.

Next, check the boxes next to the caregivers you want to receive the message. Checking the box at the top will select ALL the people on that page

As soon as you check the boxes, you'll see the options to email and text appear in the upper right corner. Just select the envelope icon to send an email.

If any caregiver you selected doesn't have an email address in the profile, you will see an error

When the email window opens, select the template and enter the subject of the email

**NOTE** all the caregiver email addresses will show in the "to" field, but each person will only see his/her own address.

Enter your content in the white space between the greeting and the closing.

CareSmartz will automatically enter the name of the client in the greeting and put your name, title and contact information in the closing.

If you want to attach a document, use the "select" icon to add it.

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