Send alerts and reminders

Scheduly asks people to serve with alerts: a text, an email, or both, with a link to answer. Nothing is sent when you create an event or add someone to it. Alerts go out when you schedule them, or right away when you save.

The Alerts tabStaff

Open the event's editor and select the Alerts tab.

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• Trigger Alert 1 (marker 1 on the screenshot): send an alert when you save the event.
• Scheduled Alerts: alerts that go out on a date and time. Sent 2 (marker 2 on the screenshot) once it went out, Scheduled 3 (marker 3 on the screenshot) before. A past alert that didn't go out has no badge. Each shows SMS and Email (a check: on), who it's for (Target) and which sections (In Groups).
• Add Alert 4 (marker 4 on the screenshot): schedule another one. Select an alert to change or delete it.

Events made from a template get the template's alerts, set the same number of days before the event. Alerts go out on the hour.

Send an alert nowStaff

1. 1
   On the Alerts tab, turn on Trigger Alert.
2. 2
   Choose who gets it: the sections 1 (marker 1 on the screenshot) and who among them 2 (marker 2 on the screenshot). More filters (roles, people) are folded under their titles.
3. 3
   Choose SMS, Email or both 3 (marker 3 on the screenshot), then select Save Notification 4 (marker 4 on the screenshot).
4. 4
   Select Save Event. The alert goes out as the event saves.

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Every filter is explained in Alerts: automatic reminders. The ones you'll use most:

What people getStaff

• A text: You're scheduled at Sunday Worship on 11/15 at 9am. Please confirm, with a short link. People only on Attendance get You're invited to….
• An email: You're scheduled, with their roles and a Send Confirmation button. Or You're Invited.
• Each person gets one message per alert, however many roles they have. With SMS and Email both on, they get both.
• The link opens the event as them, to answer (Accept or decline a role). A text link stops working 30 days after the first text for that event.

Once the alert is out, people who were texted or emailed show a clock on the event page until they answer.

Who doesn't get it

• People with a blockout at the event's time: they're declined for them, with the comment Blockout.
• People whose account is disabled.
• For a text: people with no phone number, or a number outside the US. For an email: people with no email address.

Tell people about a changeStaff

Moving an event, or taking someone off a role, doesn't tell anyone. To let everyone know, turn on Trigger Alert, pick All, Regardless of notified status, and save. The text is the same You're scheduled… message, so add a comment on the event to say what changed.

Other messages Scheduly sendsStaff

• When someone declines a role with a rotation, the next person is texted and emailed right away (Finding a replacement).
• Teams that follow an event get an email when people answer (Teams: watch fields).
• The event's owner and earlier commenters get an email for each new comment (Comments).
• The Services page has its own texts for its roles (About the Services page).

To check what went out and to whom, open the event's history and look under Notifications.