<      Service Requests < Service Request Email BCC'd to the Primary Sitter

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Some pet sitting businesses know the availability and capacity of their staff and will schedule work on their behalf accordingly. However in some businesses, the detailed availability of staff is not known by administrators. It is therefore a requirement to check with the staff member to see if they are available to perform a service before it is scheduled and confirmed with the client.

 

To support this type of workflow it is possible to automatically "BCC" the "Service Request" emails to the primary sitter so that they have the opportunity to indicate whether or not they are available to provide the requested services. 

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See How Do I View Service Requests? to see how to access your service requests.

ON DESKTOP:

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​Navigate to Admin > Settings > Client Portal > Service Request Settings

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STEP 1

 

How do I BCC the primary sitter on Service Request emails?

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• Check the box "BCC Service Request Emails To Primary Sitter"

• Click "Update" to save.

Service Request Email has been BCC’d to the Primary Sitter

 

Note that the email subject line contains the schedule ref (which is usually the pet names) and the account number. This creates separate email threads that make it is easier to manage the emails between administrators and staff that relate to separate service requests.

        ON MOBILE

 

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STEP 1

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• Navigate to ​Admin > Settings > Client Portal > Service Request Settings

STEP 2

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• Switch the option to ON for "BCC Service Request Emails To Primary Sitter".

• Tap "Update" to save.

Service Request Email has been BCC’d to the Primary Sitter

 

Note that the email subject line contains the schedule ref (which is usually the pet names) and the account number. This creates separate email threads that make it is easier to manage the emails between administrators and staff that relate to separate service requests.