When clients request services through the Portal, they are sent some or all of a series of automatic emails, depending on the action they take:
- service request confirmation email – when the client submits their request for services.
- service request scheduled email – when the request your client submitted is scheduled.
- service request cancelled email – when your client cancels a request BEFORE you schedule it (still on Request stage).
- service cancelled email – when your client cancels a scheduled service in the portal.
With this setting you can disable the automated service request confirmation email and the service request scheduled email.
TABLE OF CONTENTS
- I Don't Want Clients to Receive an Automated Email when they Request Services in the Portal
- I Don't Want Clients to Receive an Automated Email when I Schedule Requested Services
I Don't Want Clients to Receive an Automated Email when they Request Services in the Portal
Navigation: Admin > Settings > Service Request Settings > General
- Toggle "Disable Service Request Confirmation Email" to OFF.
- Click "Update."
Note: The client will NOT receive any notifications after submitting Service Requests. They will be able to see the Requests in their Schedule in the Portal if they review it.
I Don't Want Clients to Receive an Automated Email when I Schedule Requested Services
- Toggle "Disable Service Scheduled Confirmation Email" to OFF.
- Click "Update."
Tip: If you disable the Service Scheduled Confirmation Email, it is a good practice to send the client a copy of the Quote or Invoice, which will include the scheduled dates and pricing so they have a record of their booking.
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