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You can email rosters to clients individually or in bulk. Rosters are sent as PDF or CSV attachments with a customisable message.

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Emailing client rosters

1

Open the email page

Go to Operations → Email Client Rosters.Email client rosters menu
2

Select clients

All current clients appear in the list. Use the column filters to narrow down the list, then tick the clients you want to send rosters to. Use Select All to send to all active clients.Click Email Roster.Select clients
3

Configure email details

In the confirmation dialogue, set the following:Email configuration
4

Review email count

The system shows how many of the selected clients have an email address on their profile. Only clients with an email address can receive the roster.Email count
If a client doesn’t have an email address, add one to their client profile before sending.
5

Send

Click Confirm to send the client rosters.Confirm send
The default email message can be configured in Settings → Rostering → Display → Default Email Message. This message is used whenever you send a client their roster via email.

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Running into issues?

See Scheduling troubleshooting for common errors and fixes.

Download worker rosters

Bulk download worker rosters as PDF or Excel

Rostering configuration

Configure default email message and other settings