Service Request Email Settings

Modified on Wed, 5 Oct, 2022 at 11:46 AM

When sending service request confirmations to a client who has ordered services online, you will likely use the same text for the Subject Line and the Email Body over and over. You can set a "default" email subject and or a default email template for a variety of different types of emails.

This saves you time because you won't need to type an email subject every time a client orders a service online. This will ensure that the subject line includes all the information your need for your business.

Note: Certain merge codes can be used, which means that information such as client references and invoice numbers can automatically be inserted into default email subject lines. See more information on Merge Codes.

How do I Set the Default Subject Line for Email Confirming Receipt of Services Requested Online?

Navigation: Admin > Settings > Email Settings > Email Subject Settings > Service Request Confirmation

Scroll down to "Other Email Subjects."
Enter some default text in the default subject line for "Service Request Confirmation."
Click "Update."

Settings for emailing service requests in cat sitting software

Emailing a Service Request Confirmation

When a client requests services online, an email is produced (see example below) detailing the services and dates requested.

Note: The merge codes used in this example have now been populated with the start and end dates of the booking.

Settings for emailing service requests in pet sitting software