INTRODUCTION
It is now possible to identify services that are about to start using the "First service only" option in the diary and schedule views. Using this option it is now possible to write to clients in bulk from the schedule about services that are about to start.
Instructions (for more information see screenshots)
Under DIARY & SCHEDULE, choose your date range then choose “First Service Only” from the drop down. Selecting “First Service Only” means that you see only services that are the first service of a particular booking . Click “Switch to schedule view” (top right) to see the schedule view.
Select one or more of the services showing in the schedule then click “Email Jobs”.
On the next screen select your email template. You will most likely need to need to create some new email templates to use this feature.
Use the merge code {CLIENT_SCHEDULE} which puts all selected jobs into a table in the email along with the client name and the sitter name.
Under ADMIN > SUPPORTING DATA > EMAIL TEMPLATES
you will find new merge codes that can be used in email templates when bulk emailing clients from the schedule.
The new codes are
{CLIENT_SCHEDULE}
{CLIENT_SCHEULE_SITTER}
Each codes is accompanied by an explanation of how it can be used.
Click on the presentation for more information.