How to set up the daily summary email (time, time zone, who gets it)
How to set up the daily summary email (time, time zone, who gets it). A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Communication → Daily summary email (Administrators and Office managers).
- Tick Send the daily summary. It is on as soon as the feature is available; untick it to pause.
- Choose the Send time (07:00 unless you change it) and your Company time zone. "Yesterday", "today", the week and the send time all follow that time zone, including daylight saving changes.
- Under Who gets it tick Administrators (the owner), Office managers and/or Accounts staff, and add Extra e-mail addresses, one per line. Add "es" after an address to send it in Spanish.
- Under What is in it switch sections on or off. Tick Leave out sections that have nothing to report for a shorter email.
- Press Save settings.
Tip
The Status card then shows the next email and who will receive it.