< Emailing from the Schedule < Emailing Staff from the Schedule about Services Due to End

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If you have clients that have booked services such as vacation visits or boarding, you may wish to remind staff that these services are due to end shortly. This gives them the opportunity to check their staff notes for any reminders about when the client returns home.

 

Pet Sitter Plus provides the option to send emails to staff about services that are about to end, and this can be done from the Schedule on an multiple client/staff 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 staff from the Schedule about services that are about to end? 

 

  • Firstly you need to be viewing the Schedule. Click "switch to schedule view" from the top right.

email-temp-staff-sched-last-service1.jpg
  • 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 Schedule will be ones where they are the last job of a booking.

email-temp-staff-sched-last-service2.jpg
  • Select the jobs that you wish to remind your staff 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 staff. 

 

  • Check "Send To Sitter(s)" but make sure that "Send to Client(s)" is unchecked to ensure only staff 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 - Staff 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". 

email-temp-staff-sched-last-service3.jpg

Your sitter(s) 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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