Help CenterPackage Threshold emails notify clients automatically when Boarding or Daycare package balances reach a set number of remaining days. By choosing the package type, send trigger, active status, threshold amount, and email content, you can control when reminders are sent and what clients receive. These reminders can be customized for different thresholds and can be used to help clients stay aware of remaining package usage before their package runs out.
Setting up Threshold emails
Click on Setup, Automated Emails.
There are two existing emails. Scroll to the bottom of the screen and click the Edit button.
You can also add additional threshold emails by clicking on Add New for 10 days left, 5 days left, 1 day left, for example.
Daycare packages count down at check-in or check-out, depending on your settings. If the package hits the threshold when it counts down, the threshold email will be sent.
Boarding packages are used on the invoice. If the package hits the threshold once the invoice is saved, the email will be sent.
Setting your options
Name: This is for internal use only
Type: Choose Packages
Send Trigger: Choose the correct option for Daycare or Boarding packages
Is Active Template: Check this box when you want to enable this email
Enter your threshold of how many days left should trigger the email to send.
Send the email regardless whether the pet or client has other active packages for this module: If pets or clients can have multiple Daycare packages, this option being unchecked/disabled means the email will not send unless the total across all the packages equals your threshold number.
This option being checked/enabled means the email will send once the package used at checkin/out reaches the threshold, even if there are more Daycare days available on other packages.
Creating your email
Click on Replace with Default Template to load our default message. You can edit this as needed.
Subject – This will show in your client’s inbox.
CC – Add any emails you’d like to receive a copy of the threshold email
Now, when you check a pet in or out (depending on your settings), the email will be automatically sent once you reach the threshold number.
Key Points
· Use Package Threshold emails for Boarding or Daycare package reminders.
· Create multiple reminders, such as 10 days, 5 days, or 1 day remaining.
· Daycare emails are sent when the package counts down at check-in or check-out, based on your settings.
· Boarding emails are sent when the package reaches the threshold after the invoice is saved.
· Review the threshold option if clients or pets may have multiple active packages.
· Customize the default email template, subject line, and CC recipients before activating the email.