To improve your communication to clients in job request processing, we recommend that you create and use this email template.
How do I create an email template?
Navigate to ADMIN > SUPPORTING DATA > EMAIL TEMPLATES.
Click "Add New Email Template"
Enter the Name "Job Request - Client Questions"
Click "Create Template"
Enter the Content as set out below in the screenshot, including all merge codes. If you wish you can change the wording slightly to reflect your business style.
Further information on Email Templates can be found by clicking here.
Next, you need to send the "Job Request - Client Questions" email to the client and/or the sitter for their feedback. Click here for further instructions on How to Email a Job Request.
If you wish to copy/paste the content of the email including the merge codes, pleaes find it below:
You recently submitted a request for services and we would like to ask ...
Please note that we cannot finalize this order until we hear back from you.
A copy of the "Job Request - Client Questions" email is shown below where it has been merged with the client's job request, as it might appear in Outlook or a similar mail program.
Who receives the "Job Request - Client Questions" email?
The email is sent to the client's email address held on file. If there is an alternative contact held on file and the option to "copy emails to this address" has been checked, then request confirmation email will also go to the alternative contacts email address.
If you check the "Send to Sitters" option the email will be "BCC'd" to all the sitters that appear in the "Staff" column in the Job Request who have been allocated the job.
The request confirmation email is always sent to the company email. The company email can be found in ADMIN > SETTINGS > Company information.