The Messaging Settings page allows you to customize some of the verbiage that is used to communicate with your clients. Each of the different messages that can be configured is listed below with further details. This is also where you can create and edit Saved Replies for client messaging.
Client Services Confirmation
The message that is sent to your client that serves as a confirmation of their scheduled services. This is automatically sent to clients after approving their visits and can also be manually triggered from the Scheduler.
Copy Assigned Sitters On Email: If set to “Yes”, all sitters that are assigned to a visit that is part of this confirmation will also get a copy of the email.
Include Prices: If set to yes, all services that are part of this confirmation will include the price.
Client Welcome Email
This is the email that is sent to your clients when you create an account for them (or their account is approved). This email will include a temporary password and instructions to login to the Client Portal.
Email Client Invoice Message
This is the email that is sent to clients when you click “Email Invoice” or using the Bulk Invoicing tool to email invoices.
Portal Client Creates Own Account
If configured in your Portal Settings to allow clients to create their own account, this message will be shown to the client immediately after they create an account.
Portal Service Change Request
When clients request cancellations/changes through the portal, this is the message we prompt them with before they actually submit the request.
Portal Service Request Cut-Off
The message displayed to your clients if they attempt to request services through the portal with too short of notice. Please visit the Scheduler Configuration to enable and configure schedule cut off times.
Portal Service Request Form
The text that is displayed to your clients in the portal just above the service request form.
Visit Report Text Message
The text shown just before the link to see the full visit report card. This is only used by text message notification of a new conversation.
You may find yourself sending the same messages to your clients on more than one occasion. To save time when communicating with clients, Saved Replies allows you to create and edit custom messages that can be automatically populated into the client conversation feed. You can adjust the formatting of the text, add images, and embed links when creating a Saved Reply.
Each Saved Reply you create will populate after clicking the floppy disk icon in a client message. You can also create new Saved Replies from client messaging.
Saved Replies are also available in Private Messaging.
Note: Saved Replies are only available to Office Managers and Administrators. Saved Replies are not currently available from the Time To Pet App.