Time Saving Tips and Tricks for School Leaders: Part 2

Do you find yourself sending the same email often or replying the same response often?  If so, here is a very quick shortcut that can generate your email in just a few seconds.  

Create an Email Template 

Enable Templates

1.  Open Gmail
2.  At the top right, click Settings > See all Settings
3.  At the top, click Advanced.
4.  In the Templates section, select Enable.
5.  At the bottom, click Save Changes.

You can create up to 50 templates.

Create Templates

1.  Open Gmail and Click Compose.
2.  In the compose window, enter your template text.
3.  Click More > Templates.
4.  Choose an option
    To create a new template, click Save draft as template > Save as new template.
    To change a previously saved template, click Save draft as template and  under Overwrite Template, choose a template and click Save overwrite it.
5.  To send an email, compose your message and click Send.

Insert Templates

1.  Open Gmail and click Compose
2.  Click More > Templates
3.  Insert a template, under Insert Template, choose your saved template to insert in your email.

Here is an example for a meeting request.  Recently, I shared how to create a calendar for viewing and scheduling.  In the email generated below, I shared a link over to my email for them to sign up for a meeting.  

I hope you find these shortcuts fun and helpful!

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Time Saving Tips and Tricks for School Administrators: Part 1

Every minute of the day counts.  Managing can seem overwhelming.  Time management and shortcuts are essential.  Over the next few weeks, I plan on sharing several resources that help you make the most of your time and focus on what truly most important rather than what is most urgent. Here is Part 1.

Time Saving Tips for School Leaders

Have you started using Calendly?

Calendly can really be your best friend.  It can be used to schedule any appointment with ease.  When teachers need to sign up for an evaluation, pre-conference, post conference, etc... Having a calendar link keeps scheduling a hassle free situation.  

Let me show you how to use it and then you determine how it best fits your job position.

Here is a look at some current appointments on my calendar.

1.  First build common weekly/daily appointments that always reoccur or need to be scheduled. 

Such as student meetings (ARD's) or teacher evaluations, or parent appointments.  Name them very generic so you aren't finding yourself renaming them over and over again.  

2.  Integrate Calendly.  

This is an important step.  Integrate your calendly account to your platform.  For me, this is Google Calendar.  This helps the appointments not to overlap.  No one will see what is on your calendar.  They will only see open/available appointment slots.  You can also connect to GoToMeeting, Google Meet, Zoom etc...

When you connect it, you can pin it to the top of your calendar.  

3.  Share the link.

You can share the link in multiple ways.  
    1. Copy Link and paste in an email.  
    2.  Embed available times directly into an email.

This is the view that will be viewable.   They pick the time that doesn't overlap any scheduled appointments on your calendar.  Click Confirm and it goes directly to your calendar.

For this to really save you time, set up all of your regular occurring appointments and keep the link handy.  

For more advanced features, it requires purchasing these add-ons.  

I do have some added features, but I have been using Calendly for years and just decided to purchase the extra features.  

For example, Notifications and Workflows have been added to my account.  I have set up email confirmations, email reminders, and text reminders.  

I hope you have found this tutorial helpful.  Stay tuned for another tip and trick for saving your a lot of time.


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