Monday, November 7, 2016

How to Remind Your Staff to Follow Up - Automatically!


In this video, I walk you through how I send automatic emails to my staff regarding students within Zen Planner.  You can use this same technique to remind staff members or yourself about so many things including:
 - Members who are passed due
 - Members who are injured and need to be checked up on
 - Members who need a congratulations for something
 - Members who have birthdays (Have staff make a phone call rather than an auto-birthday email!)
 - and so much more!


Make sure you also check out my 5 Tips on Making Automations in Zen Planner article as well!

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