Getting Started: Emailing Clients

TABLE OF CONTENTS

•  1. Email from the Client Account
•  2. Email All Clients
•  3. Email Clients from the Schedule
•  4. Other Options

1. Email from the Client Account

• Select "Email."
• Choose Email Template, Add Email Subject, Edit if necessary.
• Select "Update."

2. Email All Clients

Note: To email all your clients from the client search page, firstly connect your email account to your Pet Sitter Plus Software:
Gmail/GSuite Accounts
Microsoft (Hotmail, Outlook, live.com, MS 365) Email Accounts
All other Email Account providers (SMTP)

• 1. Choose Email Template
• 2. Add Email Subject, Edit if necessary
• 3. Optional: Add an Email Attachment
• Select "Email Clients."

Note: When adding Email Attachments, supported File Types are: .jpeg, .jpg, .png and .pdf. File Size is restricted to 5MB and a maximum of 5 attachments can be sent.

3. Email Clients from the Schedule

• Select the Schedule Icon.
• Use Filters and Dates to select a subset of clients. Select "Reload."
• Select "ALL" checkboxes, or the select clients to Email.
• Select "Email."

• Toggle "Send to Clients ON, to email clients.
• Toggle "Send to Sitters ON, to email Staff.
• Choose Email Template, Add Email Subject, Edit if necessary.
• Optional: Add an Email Attachment. 
• Select "Send."

4. Other Options

• Email Invoices 
• Email Service Report 
• Email Payment Receipt 

Signposts...