<      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.

 

How do I email a service request?

 

           ON DESKTOP:

Navigate to Clients > Service Requests

STEP 1​​​

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

STEP 2

  • Toggle ON the box by "Send to Client" to send the email to the client, and/or

  • Toggle ON the box by "Send to Sitters" to email the sitter(s) assigned to the services.

    • NOTE: The "Sitters" are all the names that appear in the "Staff" column for the selected services.

  • Select the email template you want to use from the "Email Template" drop-down. ​

 

STEP 3

  • Type in an "Email Subject" for your email.

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

  • Click "Send"

  • If you selected 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 the request confirmation email will also go to the alternative contact's email address.

  • If you checked the "Send to Sitters" option, the email will be sent to all the sitters that appear in the "Staff" column in the Service Request who have been assigned to 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

  • Tap the Navigator and select Clients > Search

STEP 2

​​

  • Navigate to your client's account from the Clients search page.

  • In the left-side navigation pane, tap "Service Requests".

STEP 3

​​

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

  • Tap the "Actions" drop-down, and select "Email Service Requests...".

STEP 4

​​

  • Toggle ON the box by "Send to Client" to send the email to the client, and/or

  • Toggle ON the box by "Send to Sitters" to email the sitter(s) assigned to the services.

  • NOTE: The "Sitters" are all the names that appear in the "Staff" column for the selected services.

  • Select the email template you want to use from the "Email Template" drop-down. ​

STEP 5

​​

  • Type in an "Email Subject" for your email.

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

  • Tap "Send"

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

  • If you checked the "Send to Sitters" option, the email will be sent to all the sitters that appear in the "Staff" column in the Service Request who have been assigned to the service.

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

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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CONTACT US



sales@petsitterplus.com

 

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USA & Canada      888-629-0871

 

Calling from

Within the UK         0845 834 0254

 

Outside the UK      +44 845 834 0254

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