< Emailing from the Column View < Email Clients from the Column View on Storm Days
Pet Sitter Plus provides the option to send emails to clients from the Schedule. This allows you to notify only those clients who are scheduled on a specific day (or a certain date range). For example, you can bulk email your clients when their service is cancelled on a snow day or a holiday.
NOTE: If there is not an email template for Storm Days provided for you in your system, you will need to create a new email template. To learn how to create new email template, please see Email Template: Storm Days to learn more about this feature.
ON DESKTOP:
Navigate to Scheduler > Schedule > Column View
STEP 1
How do I email clients from the Column View on Storm Days?
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From the Column View, select the date range for which you will notify clients of a change in service.
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Select the clients by putting a check in the checkbox to the left of their service, or click the "All" checkbox to select all clients.
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Click "Email".
STEP 2
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Un-check "Send to Sitter(s)" to ensure only clients are receiving this email.
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Select the appropriate email from the email template drop-down menu. In this example, we selected the email template called "Bulk Cancelation - Storm Day".
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Write an appropriate Email Subject for your email.
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Click "Send".
Note that the email templates already include "merge codes." The merge codes will automatically insert client information into the body of the email. For instance, the merge code "{CLIENT_FORENAME}" will insert the client's first name into the email. If you are sending the email to multiple clients, their individual client names will be inserted into the email so their email is customized for them. See What are Merge Codes and How do I use them? for more information.
Your clients will then receive the email, which has been customized because of the merge codes within your email template.
ON MOBILE
STEP 1
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Tap the Navigator, and select Scheduler > Schedule > Column View
STEP 2
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Select the client(s) by putting a check in the checkbox to the left of their service or check the "All" checkbox to select all clients/services you wish to email.
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Use the right and left arrows in the column header to scroll through the columns of the Schedule (Morning, Midday, etc)
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Tap the "Actions" button.
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Tap "Email...".
STEP 3
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Slide the toggle for "Send to Sitter(s)" to OFF to ensure only clients are receiving this email.
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Select the appropriate email from the email template drop-down menu. In this example, we selected the email template called "Bulk Cancelation - Storm Day".
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Write an appropriate Email Subject for your email.
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Tap "Send".
Note that the email templates already include "merge codes." The merge codes will automatically insert client information into the body of the email. For instance, the merge code "{CLIENT_FORENAME}" will insert the client's first name into the email. If you are sending the email to multiple clients, their individual client names will be inserted into the email so their email is customized for them. See What are Merge Codes and How do I use them? for more information.
Your clients will then receive the email, which has been customized because of the merge codes within your email template.