< Emailing from the Schedule < Emailing Clients from the Schedule about Services Due to Start

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If you have clients that have booked services well in advance, eg. vacation visits or boarding, you may wish to communicate with them a week or so in advance of their upcoming jobs to remind them that their service is approaching 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 Schedule on an multiple client basis, eg. in bulk.

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 Schedule about services that are about to start? 

 

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

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

  • All the visible jobs on the Diary will be ones where they are the first job of a booking.

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

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

  • 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 "First 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 that 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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