Calls, emails and SMS

Everything you send or record from a family's record, and how it lands on the timeline.

Log a call

1. On the family, press Add correspondence → Log call.
2. Choose Outbound (you rang them) or Inbound (they rang you).
3. Pick the outcome: Answered, No answer, Left voicemail or Wrong number.
4. When was the call? is pre-filled with now. Set it back to write up an earlier call.
5. Choose which child it's about, and type your notes. Tidy with AI turns rough notes into a clean outcome and follow-up, and pre-dates a "call back Tuesday" task.
6. Pick a follow-up task (Call, Email, SMS, Add to OWNA, Tour, Other) or No follow-up, then Log call.

Send an email

1. Press Email on the family.
2. Start from a template, or press Draft with AI to write a first draft from the family's own record.
3. Choose which child it's about, and insert placeholders such as {{parentfirstname}} or {{tourdate}} from the chips.
4. Optionally add a survey and attachments from the file library.
5. Choose Send now or Schedule.

• Emailing a brand-new enquiry moves them to Contacted automatically.
• The timeline marks each email opened or not yet. Correspondence shows open time and link clicks.
• Every email goes out in a branded layout with the centre's logo.

Send an SMS

1. Press SMS.
2. Pick the guardian to text and which child it's about.
3. Start from a template or type your message. Keep it to one standard text (160 characters).
4. Press Send SMS.

Paste in an email

For replies that arrived in your own inbox: Add correspondence → Paste email. Choose who wrote it, the subject, when it arrived and the child, paste the message, add a follow-up if needed, then Add to the record.

Consultant notes

Add correspondence → Consultant notes updates the standing notes on the family's Overview. Each change is dated on the timeline.

Updated 2026-11-06 · nurtra.ai