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

 

Some pet sitting businesses know the availability and capacity of their sitters and will schedule work on their behalf accordingly. However in some businesses, the detailed availability of sitters is not known by administrators. In some businesses it is a requirement to check with the sitter to see if they are available for a service request 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. 

 

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

           ON DESKTOP:

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

STEP 1​​​

  • Toggle ON the option to "BCC Service Request Emails To Primary Sitter"

  • Click "Update"

STEP 2
  • The Service Request Email will now be BCC’d to the Primary Sitter on the client's account.

  • 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 sitters that relate to separate service requests.

  • The wording in the email can be edited on Admin > Settings > Client Portal > Service Request Settings > Service Request Sign Off.

ON MOBILE:

STEP 1

  • Tap the Navigator and select Admin > Settings > Client Portal > Service Request Settings

STEP 2

​​

  • Scroll down the screen for the option to "BCC Service Request Emails To Primary Sitter". 

  • Toggle ON this option.

  • The Service Request Email will now be BCC’d to the Primary Sitter on the client's account.

  • 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 sitters that relate to separate service requests.

  • The wording in the email can be edited on Admin > Settings > Client Portal > Service Request Settings > Service Request Sign Off.

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.



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