From any family or candidate detail panel
Click 'Send templated email' (under 'More actions').
Pick a template from the dropdown. The 11 templates are listed in the Templates page if you want to read them ahead of time.
The merge fields (family name, inquiry ID, etc.) are pre-filled.
Edit the body if you want a personal touch.
Click Send. The email goes from your address; the activity log stamps that you sent it.
When to use which template
01 Inquiry acknowledgment: auto-fires; rarely manual.
02 Discovery confirmation: auto-fires when you set 'Discovery Scheduled'; manual for re-confirmation.
03 Proposal sent: when you send the engagement letter.
04 Proposal follow-up: 3-5 days after sending the proposal.
05 Background check consent: required before Checkr runs.
06 Welcome to active placement: when the family advances to 'Active'.
07-11 Nurture sequence: auto-fires when nurture is on; available manually too.