Support for direct emailing, including more advanced client searches
To date, it has only been possible to send emails to clients that are associated with service confirmations, quotes and invoices. This meant that more general communication via email was not possible.
PSP now supports enhanced email functionality such as bulk emailing of more general email notifications and emailing clients one to one for general communication purposes. For example if you want to introduce a new client to the client portal, send a welcome email or ask all your walking clients for their requirements over a holiday period, this is all now possible using the PSP direct email functionality.
If you want to make use of this functionality then you need to configure Pet Sitter Plus to route your emails through your own domain using SMTP. Integration with SMTP means that your clients will receive emails from your domain (whatever that may be) as opposed to our domain which is "firstname.lastname@example.org".
Integration with SMTP was introduced in version 4.9 and is available under ADMIN > SETTINGS and SMTP Email Settings. For help in setting this up in your system please refer to http://www.petsoftwarehost.co.uk/wiki/index.php/Help:SMTP_Settings
If you do not configure the SMTP gateway, then the options to send general email notifications will not be available in Pet Sitter Plus, so the SMTP integration form must be completed to enable general email notifications from Pet Sitter Plus.
Click on the presentation for more information.