How to Message a Class from the Roster

1. Click on the class from your Upcoming calendar.
2. To message the whole class, click the Message button toward the top right and a New Message will open up.
3. In the first section on the left side you will see Message Preferences. 
   
   • You can select either Booked or Waitlisted and this will determine the recipients listed below. Please note: if you deselect both of them, you will get an error message. But, both can be selected at the same time.
   • Next you can select Primary Contact and/or Secondary Contact. The Primary Contact will always be the default and the email will be listed.
     • Important: Make sure a Secondary Contact is populated on your customer's profile page in order to use this feature.
4. The second section on the left side is titled Recipients.
   • First you’ll see add BCC, which allows you to include instructors or other admins who can be copied on the messages.
     • This is a dropdown menu that contains all users and instructors on your account and you can select multiple BCC recipients.
   • Below that you’ll see the list of recipients grouped according the groups selected above (Booked and Waitlist).
     • You can deselect the full group of recipients by clicking on the group. This would allow you to then select only a few recipients out of the group to email. 
     • You can also deselect individual recipients in each group in the same way.
     • Under each student you will see the email addresses of the contacts chosen: Primary, Secondary, or both.
     • If you don’t have a Secondary Contact email address and Secondary Contact is selected, then it will say No Secondary Contact under that student.
       • The students' names will be listed in the recipients list (whether that student is an adult or child).
       • If there are traditional add ons (early drop off, after school pick up, or extended day) associated with this session, then you will see those listed next to the students who have purchased them.
       • For large recipient lists, the first 100 will load first. You will see a Load More button to load the rest in increments of 100. 
       • If you deselect all recipients you will see an error message letting you know that you need to select at least one to send a message.

5. The next section is Compose Message.

• You will first see a Subject Line. For roster messages the default subject line will be “A message from [provider] about [activity name] on [session date]”.
  • You can click into the Subject Line and edit.
• Below is the body of the message. This is where you can preview the email that will be sent to recipients. 
  • You also have the ability to bold, italicize, add bullet points, and include links. There is no character limit.  
  • Below the text field you will see the option to add attachments:
    • You may add multiple attachments, but the standard email attachment size limit (15mb) will apply.
    • If you need to add a larger attachment, we recommend uploading the file to a service like Dropbox and sending the recipients a link in the body of the message. 

6. You are ready to send!

• As long as you have selected recipients and added text into the body of the message, the Send button will be clickable.
• The message will be sent to any user on the list of recipients.
• If you click Cancel you will see a modal confirming that you’d like to exit and letting you know that no draft will be saved. 
  • If you click Cancel on that modal, the message modal will remain open.
  • If you click Exit, then the modal will be closed, no message will be sent, and no draft will be saved.

Optional Customer Verification Online Activity Roster and Messaging

When the Customer Verification for Online Classes setting is enabled:

1. • Unverified Participants will have a label displayed next to the name of the participant to indicate their email address is unverified (and therefore will not get the email to access the activity) on the Roster. This will display on all tabs Booked, Waitlisted, Canceled.