You can setup automated emails for birthdays, appointment reminders, expired vaccinations, reservation requests, package and credit thresholds, and many more options.
To set your options of what emails you'd like to send, click on PawLoyalty, Administration.
Click on Email Preferences.
Choose your options here. Be sure to hit Save when done.
You can customize the message for some of these emails. Click on Marketing, Update Automated Emails.
Click Customize for the ones you'd like to have a custom message. Be sure to hit Save when done.
Please note: The same Apppointment Reminder Email is used for all appointments so you'll want to add verbiage to cover all possibilities (boarding, grooming, daycare, training, etc.).
You can go to the client profile to see what emails they received and if it was Delivered (but not opened) or Opened.
To see a list of what expired vaccination emails were sent, click on Reports, Vaccination Report.
Please note: The Expired vaccination email will send 30 days before the expiration date. If the pet has an upcoming appointment, another expired vaccination email will be sent out again 15 days before the expiration date.
Choose any date range to get the list of pets. However you need to go to the client card to see if the message was opened.
You can also print the birthday report to see the emails sent. You will need to go to the client profile to see if the email was opened.
PawLoyalty - Setting up Extras
To setup add-ons or Extras, click on PawLoyalty, Administration. Click on Services. Scroll to the bottom and click on Extras. Check the box and add the name you want to display on appointments. Add a price for each weight class or the same price if ...
PawLoyalty - Setting up text reminders
To setup text reminders, click on PawLoyalty, Administration. Click on Text Messages. h Click on Appointment Reminder Contents. Click the module you'd like to send a text for and enter your message. Fields available - if you add these in your ...
PawLoyalty - Setting up Online Booking
To setup your online reservation system, click on Pawloyalty, Administrative. Click on Customer Widget. Click on Generate Code. Copy this code onto your website, named Booking Reservations, for example. Please note: These appointments are not ...
PawLoyalty - Setting up Board & Train Pricing
To enter Board & Train pricing, click on PawLoyalty, Administration. Click on Services. Please note that Board & Train pricing is by the day booked, not by the night. Be sure to hit Save when done.
PawLoyalty - Setting up new customer profile and waivers for online widget
To allow new clients to create an account through the online widget, click on PawLoyalty, Administration. Click on Policies. Check the box to allow new customers to create accounts. Scroll down and click Update. Next, click on Administration, New ...