Emailing an Individual Applicant & Family

The OpenApply Team
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Quick answer

Open the applicant profile, select the Notes tab, write your note and turn on Notify Applicant & Family via email before you select Add Note. Notes are internal (staff only) unless you turn this on.

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Emailing an individual applicant and family

For admissions staff who want to email one family, or leave an internal note, from the applicant profile.

Add a note from the applicant profile

  1. Open the Applicant Profile.

  2. Select the Notes tab below the applicant details.

  3. Enter the text of your note.

  4. Choose whether the note stays internal or notifies the family (see below).

  5. Select Add Note.

    Screenshot: the Notes tab on the applicant profile with the Add Note button

Notes are always internal by default. Internal notes are only visible to admissions staff.

Leave an internal note

You can CC one or more colleagues on an internal note. The dropdown lists the admin users in your system. To add more users, go to Settings > Staff Directory.

Screenshot: CC field listing admin users on an internal note

Notify the applicant and family by email

  1. Turn on Notify Applicant & Family via email.

  2. Select which parents and guardians to notify.

  3. Optionally, CC one or more colleagues.

    Screenshot: Notify Applicant and Family options with parent, guardian and CC selection
  4. Select Add Note.

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