< Emailing from the Diary < Emailing Clients from the Diary about Services Due to End

Navigation: DIARY & SCHEDULING

 

If you have clients that have booked services such as vacation visits or boarding, you may wish to communicate with them for pet safety to remind them that their service is about to end, as this gives them the opportunity to update you on any changes since the time they placed their booking.

 

Pet Sitter Plus provides the option to send emails to clients from the diary about services that are about to start, and this can be done from the Diary on an individual client basis.

NOTE: If there isn't a suitable email template provided for you in your system, you will need to create a new email template. To learn how to do this and see if there is an existing template example that you can copy, please see our list of Email Template Examples for further instructions. 

 

How do I email clients from the Diary about services that are about to end? 

 

  • Click the dropdown menu that has the default option "Scheduled & Completed Jobs" and choose "Last Service Only".

  • Choose a date range for your report and click "Show Report".

  • All the visible jobs on the Diary will be the last service of a booking.

  • Click the client that you want to email about their last job​.

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  • From the "Job Details" screen, click on the tab for the "SERVICEORDER".

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  • Select the jobs that you wish to remind your client are about to end.

  • Click "Email Jobs..."

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After clicking "Email Jobs..." a box will appear and you will be able to select the appropriate email template to send your clients. 

 

  • Check "Send To Client(s)" but make sure that "Send to Sitter(s)" is unchecked to ensure only clients are receiving this email. 

  • Select the appropriate email from the email template drop-down menu. Our suggestion is to use the pre-existing template "Last Service Confirmation - Customer Reminder". If you don't have this in your templates, you can see how to create a copy of it by visiting Email Templates Examples.

  • Write an appropriate Email Subject for your email.

  • Click "Send". 

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Your clients will then receive an email similar to the one below, which has been customized with the merge codes within your email template. See Email Templates Examples for more options.

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Pet Software Ltd provides a market leading scheduling and billing solution for Pet Sitters, Dog Walkers, Dog Day Care Centres and Kennels. Pet Sitter Plus helps pet sitters to spend more time with pets and less time on administration.



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