Emailing a Service Request

Modified on Sun, 16 Oct 2022 at 11:20 AM

Emailing the requests prior to scheduling reduces miscommunication and errors. All parties can review the services for accuracy and ensure availability prior to scheduling. A Service Request is a request for services, made through the client portal that you need to Schedule or Decline.


Tip: Prior to scheduling and confirming requests, you can email the requests to staff and/or clients to, Email Templates are provided for these purposes:
  • Service request: Client questions: clarify details with client so you can schedule the request.
  • Service request declined: decline a service request if you are unable to accept the request.
  • Service request Staff request: ask one or more sitters if they can accept the request.
  • Service request: Client changes made: send updated requests to a client before scheduling.
  • Service request: Staff reminder: remind sitters to respond if they can accept the request.


READ MORE: AUTO-GENERATED SERVICE REQUEST EMAILS

When clients request services online, an automatic "Service Request Email Confirmation" is sent to the client. This email confirms receipt of the client's request. You can edit this automated email or disable it.

The automated request confirmation email is also sent to the company email address on file in Admin > Settings > Company Information.


How Do I Email a Service Request?

Navigation: Clients > access a client's account > Service Requests

Step 1

  • Select the requests to email the client and/or sitter by selecting the checkbox next to the service. 
  • Click "Email."
  • Select the email template you want to use from the "Email Template" drop-down.
  • Type an "Email Subject" and edit the email if needed.
  • Toggle "Send to Client" ON, to email the client.
  • Toggle "Send to Sitters" ON, to "BCC" all of the sitters on the email.
  • Click "Send."
Note: Only selected requests are merged into the email.


Email the service request to a client in dog boarding software


Important: 
  • If you select "Send to Client," the email is sent to the client's email on file. If an alternative contact email is on file and "copy emails to this address" is checked, then the email is also sent to the alternative contact's email address.
  • If you checked the "Send to Sitters" option, the email will be sent to all sitters that appear in the "Staff" column in the Service Request who have been assigned any selected service(s).


Tip: You can "BCC" the sitter on service request emails. An email is automatically sent to your admin email address. See "How Do I BCC the Primary Sitter on Service Request Emails?"

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