Automatic Email Subject and Templates

Modified on Tue, 04 Oct 2022 at 12:26 PM

When sending emails to clients, 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 template for a variety of different types of emails that are sent by Pet Sitter Plus.

This saves you time because you won't need to type an email subject every time you send an email. And your default email template will automatically populate when you go to send - you won't even need to select the template from the drop-down menu.


TABLE OF CONTENTS


Emailing a Quote

You can add a default email template used when confirming services to a client prior to creating the invoice. Certain merge codes such as client references and invoice numbers can be used in this email template.

Set the Quote email and subject and template:
  • Navigate to: Admin > Settings > Email Settings > Email Subject Settings.
  • Enter your email title in the default subject line and choose your template.
  • Click "Update."




Emailing an Invoice With or Without an Account Summary

You can add a default email template used when creating an invoice for your client to request payment. The Account Summary gives an up-to-date status of their account. Certain merge codes such as client references, invoice numbers and amount due can be used in this email template.

Set the Invoice email and subject and template:
  • Navigate to: Admin > Settings > Email Settings > Email Subject Settings.
  • Enter your email title in the default subject line and choose your template.
  • Click "Update."




Resending Invoice With or Without an Account Summary

You can add a default email template used when resending an invoice for your client if their payment is overdue. The Account Summary gives an up-to-date status of their account. Certain merge codes such as client references, invoice numbers and amount due can be used in this email template.

Set the Invoice email and subject and template:
  • Navigate to: Admin > Settings > Email Settings > Email Subject Settings.
  • Enter your email title in the default subject line and choose your template.
  • Click "Update."




Receipt Notification Emails

You can add a default email template used when when you record a payment, and you can choose to send a receipt via email to your client. Certain merge codes such as {PAYMENT_RECEIVED} can be used in this email template.

Set the Receipt email and subject and template:
  • Navigate to: Admin > Settings > Email Settings > Email Subject Settings.
  • Enter your email title in the default subject line and choose your template.
  • Click "Update."




Sending an Email About the Service Request

Service request emails are automatically generated when a client submits a request in the portal (these are for confirming receipt of the request and when services are scheduled.) You can set your own subject line (see below.) 

However, if you want to query a request prior to scheduling it, or you want to send the request to a staff to check their availability, you can email from the service request screen. Save time by adding a standard subject and template for these emails. Certain merge codes will be added to display a table of services you are emailing about in this template.

Set the Resending Service Request email and subject and template:
  • Navigate to: Admin > Settings > Email Settings > Email Subject Settings.
  • Enter your email title in the default subject line and choose your template.
  • Click "Update."




Invoice Paid With Stripe

When a client pays with their debit or credit card via Stripe, you can choose to send an email to your client confirming the invoice has been paid. You can only set the email subject here.

Set the Invoice Paid With Stripe email subject:
  • Navigate to: Admin > Settings > Email Settings > Email Subject Settings.
  • Enter your email title in the default subject line.
  • Click "Update."




Service Request Confirmation

Confirmation emails are automatically generated when a client submits a request in the portal. You can set your own subject line but not the template for this email.

Set the Service Request Confirmation email subject:
  • Navigate to: Admin > Settings > Email Settings > Email Subject Settings.
  • Enter your email title in the default subject line.
  • Click "Update."




Service Request Scheduled Confirmation

Confirmation emails are automatically generated when a client's request has been scheduled. You can set your own subject line but not the template for this email.

Set the Service Scheduled Confirmation email subject:
  • Navigate to: Admin > Settings > Email Settings > Email Subject Settings.
  • Enter your email title in the default subject line.
  • Click "Update."



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