There's two ways to send schedules for the Sales Team - either via the capsule & gmail integration or the capsule & freshdesk integration.


Sending from Capsule Calendar (via Gmail)

Step 1: Login to the 'support@icacoach.com' gmail
Step 2: Open the calendar (see image below)

Step 3: Click on the person's name

Step 4: Drop in the capsule canned response

Step 5: Send the email

Step 6: Close the task (so it is removed from the calendar)


It's important to always to do this from the support@icacoach.com gmail account so that the email is sent from support - meaning if the person replies, the reply drops in support. 




Sending from Freshdesk (via Gmail)

Step 1: Login to the support hub 'support.icacoach.com'
Step 2: Open the ticket (or create a new email)

Step 3: Drop in the freshdesk canned response

Step 4: Send the email

Step 5: Close the ticket


If you were prompted to send the schedule due to a ticket in Capsule, then circle back to close off the task




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Appendices 


Image 1: View of Capsule Calendar when logged into Capsule via support email. This shows the schedules in the calendar and  as tasks (on the side)