One Place Scheduled Emails

by Scott Gaffan on October 5, 2026

There’s a brand-new feature in One Place Connect that’s going to make managing your email follow-up a whole lot easier.

We’ve added the ability to schedule emails!

With the new Schedule option, you can set up any of the e-cards or your custom emails now, and have them automatically sent out on the date and time you choose.

You can use the new scheduling option to plan your follow-up emails ahead of time, to send a reminder to a client, or to simply get your communications organized in advance. You can also schedule emails for holidays that are not included in the Holiday e-card plan or schedule a series of emails to be sent out over the next few months.

The best part is it’s easy to use and I walk you through it step-by-step in the video below.

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