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Sending Job Dockets and Booking Links to a Client Contacts
Sending Job Dockets and Booking Links to a Client Contacts

This article goes over how to set up that your Job dockets and booking details are sent to the site contact.

Kat McDevitt avatar
Written by Kat McDevitt
Updated over 2 years ago

To create transparent communication with your clients about work being done on projects and bookings, Traffio enables you to set up that your site contacts and client contacts always receive the booking details and the job dockets. This can be done in the Client profile or in the Client contacts profile.

Setting site contact messaging in the Clients profile

  1. Navigate to Clients

  2. Select the client

  3. Toggle on Send a booking link to the site contact(s)

  4. Toggle on Send a job docket to the site contact(s)

  5. Save

Setting up site contact messaging for a new client contact

  1. Navigate to Clients in the side toolbar

  2. Click into the client that you want to create a client contact for

  3. Press the Contacts tab in the client pop up

  4. + New

  5. Toggle on the Always send copy of job dockets by email

  6. Create

Setting up site contact messaging for existing client contacts

  1. Navigate to Clients

  2. Select the client

  3. Click the Contacts tab

  4. Select the client contact

  5. Toggle on Always send a copy of job dockets by Email (doesn't have to be a site contact on the booking)

  6. Save

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