Emailing a Service Request

Tip: Prior to scheduling and confirming requests, you can email the requests to staff and/or clients to, Email Templates are provided for these purposes:
Service request: Client questions: clarify details with client so you can schedule the request.
Service request declined: decline a service request if you are unable to accept the request.
Service request Staff request: ask one or more sitters if they can accept the request.
Service request: Client changes made: send updated requests to a client before scheduling.
Service request: Staff reminder: remind sitters to respond if they can accept the request.

How Do I Email a Service Request?

Step 1

• Select the requests to email the client and/or sitter by selecting the checkbox next to the service. 
• Click "Email."
• Select the email template you want to use from the "Email Template" drop-down.
• Type an "Email Subject" and edit the email if needed.
• Toggle "Send to Client" ON, to email the client.
• Toggle "Send to Sitters" ON, to "BCC" all of the sitters on the email.
• Click "Send."

Note: Only selected requests are merged into the email.

Important: 
If you select "Send to Client," the email is sent to the client's email on file. If an alternative contact email is on file and "copy emails to this address" is checked, then the email is also sent to the alternative contact's email address.
If you checked the "Send to Sitters" option, the email will be sent to all sitters that appear in the "Staff" column in the Service Request who have been assigned any selected service(s).