You have the option for client responses to emails to go directly back to the staff member that was logged in when they were sent, instead of to your main Company Email. If you select this option, it applies to pet care staff as well as Administrators. This means that when they send Service Reports after a visit is complete, a client's response will go back to the sitter.
How does a Client email their Sitter?
Navigation: Admin > Settings > Email Settings > Email Options
- Toggle on the option "Use Staff's Email Address"
- When a client replies to an email, it will go to the staff member's work email address, the same one used to log into the database.
How do I setup my internal email addresses?
Navigation: Admin > Settings > Staff > choose a staff record > Staff Details
- Each staff member MUST have a unique email address associated with their staff record. This email address is used to populate the email signoff and is same as the email address used to sign into the database.
Tip: To add an email address to a staff record, Edit a Staff Record and add their email address.
Now that the system is setup - what does it do?
- A client of a Pet Sitting business called Dog Days and receives an email from Jackie Booty (who works for Dog Days in department B). The email they receive is CC'd to testone@test.com and if they click "reply", the reply will be sent to testone@test.com.
- If a client replies to the above email, the reply in this example goes to the same email address used to login with - testone@test.com.
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