You can configure Yardbook to automatically send an email to your customer when a job is completed. By default, this feature is turned off. You can enable it at the customer level so that only selected customers will receive this notification.
Enable Jobs Notification
To enable the notification for a customer, first navigate to the Customers List Page.
If the customer has an email address, you will see a grey envelope icon next to it. Click on this icon.
Select ‘Yes’ to enable the auto email notification.
Once you’ve enabled this feature for a customer record, the icon will change to green.
You are done at this point. Each time you set a job to the “Completed” status, this customer will receive an automated email notification.
Customize the Email Message
If you don’t like the default email message, you can modify the email template to your liking.
Navigate to the Company Settings Page, and click on the “Update email templates” link.
Continue to update the email template named: Job Completion Email. Be sure to save your changes.
Check if Email was Sent
If you are unsure that an email has been sent for a particular job, you can check in the Job’s Details Page. If an email has been sent for a job, it should have a “Email Notification Sent” date displayed right below the customer’s email address.
Turn off the Notification
You can turn off email notification by going to the Customers List Page.
Click on the green icon next the email address.
Then, select “No” to disable the auto notification for that Customer.