Getting Started: Emailing Clients

Modified on Thu, 03 Nov 2022 at 12:29 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."

Email a client from their account in top pet sitting software


2. Email All Clients

  • 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."


Note: Some email options require you to set up SMTP or connect your Google email account before you can email all clients.



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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."
Email selected clients from the schedule in top dog boarding software


  • 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."

Email selected clients from the schedule in best dog walker software


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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