Send a Form Letter from a Reservation in RMS.
Overview
The Correspondence 'Send Out' option on a reservation can be used to send, print or record a merged Form Letter.
The merged Form Letter can be sent to the Guest Portal or emailed to the selected Guest and up to three adhoc email addresses.
Sending the Form Letter to the Guest Portal can be used for Interactive Form Letters that the Guest can complete within the Guest Portal and send back to the Property for approval.
A Form Letter sent from the reservation can be selected as an Emergency Form Letter.
An Emergency Form Letter will be sent to the email address on the Guest Profile regardless of the Communication Preferences on the Guest Profile.
A record of the correspondence sent will be retained on the reservation.
Guide
Open the Reservation in RMS.
- Navigate to the 'Correspondence' tab.
- Select 'Send Out'.
- Select the Form Letter.
Multiple Form Letters can be selected if required.
Select 'Emergency Form Letter' (Optional).
An Emergency Form Letter will send to the email address on the Guest Profile regardless of the Communication Preferences on the Guest Profile. - Select 'Open'.
- Select the 'Email'.
(Use the 'Email All' icon to send all selected Form Letters in a single email when multiple Form Letters have been merged).
- Select the Recipients.
Enter Alternate Email (Optional). - Select 'Email/Exit'.
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