Send a Form Letter from a Guest Profile in RMS.
Overview
The Correspondence 'Send Out' option on a Guest Profile 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 Profiles 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 Guest Profile 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 Guest Profile.
Tip! Form Letters must be setup in RMS to be available for sending from the 'Correspondence' tab on the Guest Profile.
Please Note! RMS is highly configurable. Some Terminology, User Access & Permissions, Images, Labels, and Functions used in these articles may differ from your setup. CLICK HERE to find out more.
Guide
Open the Guest Profile in RMS.
- Navigate to the Correspondence tab.
- Select 'Send Out'.
- Select a Form Letter.
- Select 'Open'.
- Select 'Email'.
- Select the Recipients.
Enter Alternate Email (Optional). - Select 'Email/Exit'.
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