You can set up email notifications for your contacts to receive booking links and job dockets.
To set up client messaging at a client level
Go to client
Open Client Profile
Scroll down to Site Contact Messaging
Toggle on the following options
Send a booking link to the site contacts
Send a job docket to the site contacts.
Setting up client messaging at a client
Go to client
Go to client contacts
In the client, contacts toggle the following
Send a booking link to the site contacts
Send a job docket to the site contacts.
Sent company-wide rules
You can set up rules to automatically apply booking links to new clients and sit contacts.
You can also set the stage that a booking gets sent out.
Instructions:
Go to Company
Click Branding
Open Branding Profile
Scroll down to site contact messaging
Select when you would like your message to be sent out.
