Create an Automated Start Date Email Follow Up.

Automate your "check-in" out reach to clients with hired domestic staff.

1. Click Templates then Email Templates.
2. Click Add Template
3. Create a name for your template. This is internal and will not be seen by users.
4. Important: Under Trigger select Start Date Follow Up
5. Enter your Subject and your Body to the email. 
6. Scroll down to select other setting you would like to correlate with your email. 
7. Important: Choose the Type of candidate that this will be in reference of. 
   1. Example: Most likely you'll want to use this for a full time hired domestic staff, like a nanny. If you do not select the Type of candidate these emails refer to they will send to Client who may have only hired a one time date night/back up caregiver. 
8. Select the Triggers X days after start date of relationship.
9. Click Update. 
10. Your Automatic "Check-in" has been created and is now up and running. 
11. Note: When Clients and Candidates have been Matched to the status of "hired" these emails will automatically be linked, as shown below. 

Step 1.

Step 2. 

Step 3 and 4. 

Step 7.

Step 8. 

Note Example.