Schedule Emails to Send Later
The Schedule Email feature allows you to compose emails now and automatically send them at a future date and time. This gives you more control over communication timing, whether you’re coordinating campaigns, reminders, or operational updates.
You can schedule emails from anywhere you normally send them in the system, including Advanced Search (bulk emails), individual customer accounts, and the Calendar.
Where You Can Schedule Emails
1. Advanced Search (Bulk Emailing)
Use this when sending emails to a filtered group of customers.
How it works:
Go to Customers → Advanced Search
Apply filters to build your target list
Select Action → Send Email
Compose your email
Choose Schedule Send
Select the date and time you want it delivered
Confirm scheduling
2. Individual Customer Account
Use this when sending a one-off or personalized message.
How it works:
Open a Customer Profile
Click Send Email
Compose your message
Select Send Later
Choose the desired delivery time
Save the scheduled email
This can be used when sending email templates and when resending emails from the Action button
3. Calendar (Routes or Days)
Use this when messaging customers tied to specific routes or service days.
How it works:
Go to Calendar
Select a route or full day
Choose Send Email
Compose your message
Click Send Later
Set the delivery date and time
Confirm scheduling
What Happens After Scheduling
Once scheduled:
The email is queued automatically in the system
It will send at the exact date and time selected
You do not need to keep the page open or take further action
Scheduled messages can typically be reviewed or adjusted before sending (depending on permissions/settings) by going to Reports->Email Report
Best Use Cases
Appointment reminders sent the night before service
Route change notifications sent early in the morning
Marketing campaigns sent at optimal engagement times
Follow-up emails after completed service days
Time-sensitive operational updates
Best Practices
Schedule emails based on when customers are most likely to read them (often early morning or early evening)
Double-check time zones if you operate across multiple regions
Use scheduling for consistency, especially for recurring operational communications
Batch campaign emails in advance to reduce same-day workload
The Schedule Email feature helps you communicate proactively and consistently, while reducing manual effort and ensuring messages arrive at the most effective time.