< Emailing a Service Request < How to Email a Service Request

Prior to scheduling and confirming any requests, you have the ability to do the following:

  • request another confirmation from the the client if they make changes to the original request prior to it being scheduled;

  • request more information from the client about the service request, such as what time the pick-up is;

  • decline a service request prior to it being scheduled if the sitter is not available or you simply do not want to offer the services requested;

  • remind the sitter to confirm their availability before you accept the request.

 

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

ON DESKTOP:

Navigate to Scheduler > Schedule > Service Requests
STEP 1

 

How do I Email a Service Request?

 

  • From the Service Request processing screen, click on the blue link for the service request you wish to email.

schedv6-SR-email1.jpg

STEP 2

  • Next, you should check the services you wish to email the client and/or "BCC" the sitter about. Or check the box at the top of the column to select all services.

  • Click "Email Service Requests..."

  • Slide the switch to ON by "Send to Client" to send the email to the client.

  • Slide the switch to ON by "Send to Sitters" to "BCC" the email to all of the sitters.

  • Choose the email template that best matches the message you wish to email to your client and/or sitters.

NOTE: The "Sitters" are all the names that appear in the "Staff" column.

schedv6-SR-email2.jpg

STEP 3

  • Type in an appropriate Subject heading for your email.

  • Edit the body of the email if you need to add or change anything.

  • Click "Send" when finished editing.

 

In this example, we have chosen to ask the Client a question about where their key is kept. The email will be "BCC'd" to the sitter so they know we have asked the question (outlined in red) and can keep a look out for the answer.

schedv6-SR-email3.jpg

A copy of the "Service Request - Client Questions" email template used in our example is shown below when it has been merged with the client's services request, as it might appear in Outlook or a similar program. The question we asked about the key is outlined in red.

 

Who receives the service request email?
 

  • If you have checked the "Send to Client" option, the email is sent to the client's email address held on file. If there is an alternative contact held on file and the option to "copy emails to this address" has been checked, then request confirmation email will also go to the alternative contacts email address.

  • If you checked the "Send to Sitters" option the email will be "BCC'd" to all the sitters that appear in the "Staff" column in the Service Request who have been allocated the service.

  • The request confirmation email is always sent to the company email. The company email can be found in Admin > Settings > Company information.

 

        ON MOBILE

 

STEP 1

  • Navigate to Scheduler > Schedule > Service Requests

schedv6-mob-SR-edit1.jpg

STEP 2

  • From the Service Request processing screen, tap on the blue link for the service request you wish to email.

schedv6-mob-SR-email2.jpg

STEP 3

  • Next, you should check the services you wish to email the client and/or "BCC" the sitter about. Or check the box at the top of the column to select all services.

  • Tap "Email Service Requests..."

schedv6-mob-SR-email3.jpg

STEP 4

  • Slide the switch to ON by "Send to Client" to send the email to the client.

  • Slide the switch to ON by "Send to Sitters" to "BCC" the email to all of the sitters.

  • Choose the email template that best matches the message you wish to email to your client and/or sitters.

NOTE: The "Sitters" are all the names that appear in the "Staff" column.

schedv6-mob-SR-email4.jpg

A copy of the "Service Request - Client Questions" email template used in our example is shown below when it has been merged with the client's services request, as it might appear in Outlook or a similar program. The question we asked about the key is outlined in red.

schedv6-mob-SR-email6.jpg
schedv6-mob-SR-email5.jpg

STEP 5

  • Type in a Subject heading for your email.

  • Edit the body of the email if you need to add or change anything.

  • Tap "Send" when finished editing.

 

In this example, we have chosen to ask the Client a question about where their key is kept. The email will be "BCC'd" to the sitter so they know we have asked the question (outlined in red) and can keep a look out for the answer.

ABOUT US



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.



© 2020 all rights reserved

CONTACT US



sales@petsitter-plus.com

 

Toll Free  

USA & Canada      888-629-0871

 

Calling from

Within the UK         0845 834 0254

 

Outside the UK      +44 845 834 0254

  • Facebook Social Icon
  • Twitter Social Icon
  • LinkedIn Social Icon
  • YouTube Social  Icon
schedv6-mob-SR-email3.jpg