Manage Enrollment and Income Form Reminder Emails [Feature]
This only applies to those using Ready Records.
This feature allows users to automatically send emails to remind parent/guardians that you need their Food Program paperwork
To use this feature:
- Login as a Sponsor Admin.
- Click on the green button for Setup.
- Click on Sponsor Setup.
- Scroll down to the Manage Enrollment And Income Form Reminder Emails subcategory.
- Check the box to Enable feature.
- Complete the fields by putting in the number of days prior to form expiration that you want to send a reminder. In the reminder example below, we have the system sending out weekly reminders starting 35 days from when the form expires.
A signature is applied to each income and enrollment form that is approved by a sponsor user. To create a signature:
- Login as a Sponsor.
- Click on Users.
- Scroll to the signature box.
- Use the mouse or touchscreen to add a signature.
- Click Save.
