To improve your communication with clients when you need to remind them that their booked service(s) is coming up, we recommend that you create and use a version of this email template.
How do I create an email template for reminding sitters about jobs about to end?
Navigate to ADMIN > SUPPORTING DATA > EMAIL TEMPLATES.
Click "Add New Email Template".
Enter the Name "Last Service Confirmation - Staff Reminder".
Click "Create Template".
Enter the content as set out in the screenshot and in the text below, including all merge codes. If you wish you can change the wording slightly to reflect your business style.
If you wish to copy/paste the content of the email including the merge codes, please find it below:
Please find below a list of your services that are due to end shortly.
Please remember to look for any additional duties regarding these last visits in your visit notes.
You are then able to use this template to notify staff of jobs about to end for only those clients who are scheduled on a specific day.
Your staff will then receive the email, which has been customized because of the merge codes within your email template.