Getting Started: Introducing My Clients to Pet Sitter Plus

Modified on Thu, 03 Nov 2022 at 12:16 PM

Getting Started Introducing My Clients to Pet Sitter Plus: The Client Portal is a convenient way for clients to update their Account Information, Request and Cancel Services. You receive a notification of client activity. You can invite your clients to use their Client Portal when you are ready.


Note: See Getting Started: Schedule Service Requests, for request scheduling details.


1. Send Welcome Email to One Client

You can invite one client to use the Client Portal at a time:
  • Select a Client.

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  • Ensure the client has an Email Address saved.
  • Select "Email."

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  • Select the "Welcome Email" template.
  • Add a an Email Subject.
  • Select "Send Email."

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  • Your client will receive a Welcome email with Password, Log-in and Account set-up instructions, and details on how to use the Client Portal.


2. Send Welcome Email to Many Clients

You can invite all or a large group of clients to use the Client Portal at a time. After you set up your SMTP email connection, you have the ability to email all of your clients at once.


Note: See Getting Started: Email Configuration SMTP or Google so you can email all clients at once.


  • Access your "Clients" Icon.
  • Select "Show All," then select the "All" checkbox or the checkboxes for clients you want to email.
  • Select "Email."

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  • Select the "Welcome Email" template.
  • Add a an Email Subject.
  • Select "Send Email."

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  • All selected clients will receive a Welcome email with Password, Log-in and Account set-up instructions, and details on how to use the Client Portal.


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Signposts...

Learn more about emailing clients and Service Requests.

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