Getting Started: Emailing Clients

Modified on Mon, 16 Sep at 6:41 PM

Getting Started Emailing Clients: There are a number of ways to email your clients. There are email templates available for your use.


TABLE OF CONTENTS


1. Email from the Client Account

Access a Client Account:
  • Select "Email."
  • Choose Email Template, Add Email Subject, Edit if necessary.
  • Select "Update."

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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:


  • Select the Client Icon.
  • Select "Go" to display all clients OR use Filters to select a subset of clients. Select "Reload."
  • Select "ALL" checkboxes, or the select clients to Email.
  • Select "Email."

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

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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."

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  • 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.
  • Select "Send."

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4. Other Options

You can email from these areas of the database as well


Signposts...

Learn more about other client functions:

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