Scheduling and Sending a One-Sheet

Step 1:

From the One-Sheet tab, click the Options button.

Step 2:

Choose Schedule & Send or at the bottom part of your one-sheet, you can click the Send button.

Step 3:

Choose the contact(s) who will receive your one-sheet by ticking the box.

Step 4:

Set up the scheduled delivery date & time (scheduled times are an approximation within 15 minutes of the selected time frame). Click Add to save it.

Step 5:

Or you can just simply send your one-sheet now by clicking the Send One-Sheet button.