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Guide

Checklist before you send a school letter

Updated 24 September 2026.

Open the audience and read who is left off before you send. The app, the email and the print pack should come from that one list. If the wording or the permissions change after you have packed it, mark the pack out of date and send again. Parents will still have yesterday’s copy in the bag.

Say what you need them to do

A newsletter, a consent form, a trip, a parents’ evening and a closure are different jobs, and parents can tell. Label it so a notice does not look like something they have to sign before Friday.

Read who is left off

The names that matter are the ones who will not get it. A pupil with nobody eligible, an old import, or a restriction should be on screen before you send. Either fix the record or accept the exception with someone’s name on it.

Once it has gone

Check the result for each person. An email leaving the building is not the same as a parent reading it. Chase the families who have not returned the form. If you scheduled the letter and the date moves, cancel it while you still can.

Checklist

  • Notice, form, trip, booking or emergency
  • Audience opened, including the excluded names
  • Blocks included in that check
  • Age of the last import
  • App, email and print from the same send
  • Scheduled send cancelled if the wording changed
  • Chase list limited to people who have not replied

Common questions

Should paper families be a separate mail merge?+

Keep them on the same audience. A second merge in Word is how the printed letter ends up saying Wednesday when the email says Thursday.

Can we schedule the letter?+

Yes. Leave yourself able to cancel it until it goes, in case the date moves.

More on this: Letters, Who gets the letter, Print packs. The full list is on the guides page.

Give parents one place to look.

Open the demo as a parent, then as the office, and see the same letter from both ends. It is a fictional trust with the real product behind it.

Today at Riverside
Letter sent to4 adults
Left out on purpose1
Forms still open3
School letter checklist · Pupil Gate