Getting Started Introducing My Clients to Pet Sitter Plus: The Client Portal is a convenient way for clients to update their Account Information, Request and Cancel Services. You receive a notification of client activity. You can invite your clients to use their Client Portal when you are ready.
Note: See Getting Started: Schedule Service Requests, for request scheduling details.1. Send Welcome Email to One Client
You can invite one client to use the Client Portal at a time:
- Select a Client.
- Ensure the client has an Email Address saved.
- Select "Email."
- Select the "Welcome Email" template.
- Add a an Email Subject.
- Select "Send Email."
- Your client will receive a Welcome email with Password, Log-in and Account set-up instructions, and details on how to use the Client Portal.
2. Send Welcome Email to Many Clients
You can invite all or a large group of clients to use the Client Portal at a time. After you set up your SMTP email connection, you have the ability to email all of your clients at once.
Note: See Getting Started: Email Configuration SMTP or Google so you can email all clients at once.- Access your "Clients" Icon.
- Select "Show All," then select the "All" checkbox or the checkboxes for clients you want to email.
- Select "Email."
- Select the "Welcome Email" template.
- Add a an Email Subject.
- Select "Send Email."
- All selected clients will receive a Welcome email with Password, Log-in and Account set-up instructions, and details on how to use the Client Portal.
Signposts...
Learn more about emailing clients and Service Requests.
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