< Emailing from the List View < Email Clients from the List View about Services Due to Start

If you have clients that have booked services well in advance, for instance vacation visits or boarding, you may wish to communicate with them a week or so in advance of their upcoming services to remind them that their service is approaching. This gives them the opportunity to update you on any changes since the time they placed their booking.

 

Pet Sitter Plus provides the option to send emails to clients from the Schedule about services that are about to start. This can be done from the Column View or the List View, on an individual client basis or for multiple clients simultaneously.

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. 

ON DESKTOP:

Navigate to Scheduler > Schedule > List View
STEP 1

How do I email clients from the List View about Services Due to Start? 

  • Select the date range for which you will notify clients of a change in service.  

  • Select "First Service Only" from the dropdown.

  • 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.

  • Click "Email".

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STEP 2

 

After clicking "Email..." a panel will appear and you will be able to select the appropriate email template to send your clients.

 

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.

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Your clients will then receive the email, which has been customized because of the merge codes within your email template. 

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        ON MOBILE 

STEP 1

 

  • Tap the Navigator, and select Scheduler > Schedule > List View

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STEP 2

 

  • Select "First Service Only" from the dropdown menu for "Scheduled & Completed Services".

  • 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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STEP 3

  • Tap the "Actions" button 

  • Tap "Email..."

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STEP 4

 

After tapping "Email..." a box will appear and you will be able to select the appropriate email template to send your clients.

 

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. 

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Pet Software Ltd provides a market leading scheduling and billing solution for Pet Sitters, Dog Walkers, Dog Day Care Centres and Kennels. Pet Sitter Plus helps pet sitters to spend more time with pets and less time on administration.



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