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Draft Emails
Updated over 2 months ago

When you're writing an email, you may not always have the time to finish it in one sitting. That's where the Draft feature comes in handy. Drafts allow you to save your progress and come back to it later.


How to Save a Draft

Select the Save Draft button when creating an email


Locate & Send a Draft from the Mail Tab

  1. Click Mail from the main menu

  2. Select the Draft view on the left side of the email page

  3. Optional: Add a filter to narrow down the results (i.e. booking name)

  4. Click the pencil icon

  5. Update as needed

  6. Send your email


Locate & Send a Draft from a Booking

  1. Click on the Emails sub-tab from the Booking information page

  2. Click Edit on the relevant Draft Email button (or the trash can to delete)

  3. Complete your email as needed

  4. Click Send when complete


Locate & Send a Draft from a Contact

  1. Click on the Emails sub-tab from the Contact information page

  2. Click Edit on the relevant Draft Email button (or the trash can to delete)

  3. Complete your email as needed

  4. Click Send when complete

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