Welcome Emails

Welcome emails can be sent to your clients or employees from a student, family or employee's profile. You can use these emails to welcome a person to your company and provide them with key information. 

Sending a Welcome Email

You can find the steps for sending a welcome email to a client or employee below:

Student/Family

1. Click on "Students" and then click on "Students" or "Families".
2. Click on the "Edit" button next to the student who you would like to send the Welcome Email to.
3. Scroll down to the "Welcome Notifications" section.
4. Check the "Send Welcome Email" checkbox.
5. Submit the form to send the Welcome Email.

Employee

1. Click on "Employees" and then click on "Employee List".
2. Click on the "Edit" button next to the employee who you would like to send the Welcome Email to.
3. Scroll down to the "Welcome Notifications" section.
4. Check the "Send Welcome Email" checkbox.
5. Submit the form to send the Welcome Email.

When you have sent a Welcome Email, you will be able to see the date that the Welcome Email was last sent under the "Send Welcome Email" checkbox, which ensures that you won't resend a Welcome Email by accident.

Note: Welcome emails are great for welcoming new employees, students, and customers to your business, but aren't the same as sending a confirmation email to a new user so they can login to their Teachworks account. For more information about doing that, click here: Enabling User Account Access.

Customizing the Welcome Email Template

Each type of recipient has a separate template that can be customized by following the instructions here: Customizing Notification Templates.