3. Day-End Email Summaries
Send a shift-close summary by email to selected recipients.
How to set up day-end email summaries
Set up a day-end email notification when you want owners, managers, or other authorized recipients to receive a summary whenever a shift is closed.
Set up the email summary
- Open Settings.
- Select Notifications, then find the Day-End Email section.
- Turn on the day-end email option.
- Select Edit recipients.
- Enter the recipient's name and a valid email address.
- Add any other recipients. You can save up to five recipients for the location.
- Save the recipient list and confirm that day-end email remains enabled.
When the email is sent
The summary is sent to the selected recipients whenever a shift is closed. It is tied to the shift-close event rather than a fixed clock time, so complete the normal shift-closing process to trigger it.
Location setting: Configure this option separately for each location that should send a day-end summary.
Next step
To add, correct, or remove an address later, see How to manage day-end email recipients.
How to manage day-end email recipients
Keep the day-end email recipient list current so shift-close summaries reach the right people.
Add or update recipients
- Open Settings and select Notifications.
- Find Day-End Email and open the recipient list.
- Add a recipient, or edit an existing name and email address.
- Check the address carefully and avoid adding the same address more than once.
- Save your changes.
You can maintain up to five email recipients for each location.
Remove a recipient
- Open the Day-End Email recipient list.
- Remove the person who should no longer receive the summary.
- Save the updated list.
If a summary does not arrive
- Confirm that Day-End Email is enabled for the current location.
- Confirm that the email address is valid and saved.
- Make sure the shift was closed through the normal shift-closing process.
- Ask the recipient to check spam or junk folders.
- If several locations are used, verify the setting at the location whose shift was closed.
For text-message notifications instead, return to the Notifications and alerts overview.