Templates
Create, update and manage email, SMS, document to be digitally signed and note templates
- Edit Applications, Profiles, And Sections From The User Side and Without Going Into The Builder.
- How to add SMS TEMPLATE triggers to send to clients when they request a shift and to candidate when client cancels a shift.
- How to create an email template that gets sent to sitters when they are unassigned from a job
- Push & SMS templates for broadcasting events
- Another way to add a document/attachment to an email when the file size is too large.
- Spacing Issue in Email Template.
- How to receive Admin Email notifications based on how Clients or Candidates answer a question on their application
- Disable the default under consideration email for client-candidate relationship
Documents
- Turn An Image Into A Fillable Document.
- Upgrade: How to send candidates individual documents to a client
- How to customize/edit document templates for a specific client.
- How to customize the submission message for documents
- Adjust the order in which documents appear to users
- How to preview document templates
- How to use FIELD TAGS on your document templates.
- How to set up a document that is signed by both the client and the candidate
- How to set a document template so that candidates or clients can add it to their profile to sign themselves
- How to send email notifications to candidates and admins when documents are expiring
- How to add a document to multiple selected candidates and clients
- Update status once all documents are signed
- Get a link to a document
- Allow Users To Edit Signable Documents, Contracts, And Agreements Before Signing.
- How to edit a document
- Can you pull information from a document into a profile?
- Add A Payment Information Field To A Document And Charge Clients or Candidates When They Sign It.
- Allow Multiple Documents to Be Added Into One File Upload Space.
- How to charge an amount after someone signs a document. This can be used to charge a deposit & for subscriptions.
- Add a field to a document so clients or candidates can type into
- How to enable agency administrators to sign documents on user profiles
- How to Set Signable Documents to Admin-Only View
- Bulk Unassigned Document
- Automatically Add Candidate Information to a Client Document
- How to Make At Least One Checkbox Required on a Fillable Form
- Automatically Update Client Status After a Document Is Signed
Emails
- Set up/edit email template to candidate or client about tip notification for shift jobs
- How to set up/edit email templates for shift job statuses
- Edit/Set up confirmation email template for when candidate accepts a shift job
- Set up email template for placement job statuses
- How to add a matching condition on email templates
- How to set up an email template for scheduling events
- How to set up/edit the email that gets sent to references.
- How to add a [[pets]] tag for email templates, like [[children]]
- How to put different scheduling/Calendly links for different admins in the same template
- How to send test emails?
- How To Create Email Templates For Status Reminders
- Edit Shift Job Declined Candidate Notification Template
- How to set up the bulk assign candidate confirmation email template
- How To Edit And Create An Email Template For The Broadcast Email Of Shift And Placement Jobs.
- How to create/edit placement job broadcast email template
- Auto change client or candidate status after a status reminder has been sent
- How to add email template with type Shift Job Declined Client Notification
- How to add a link to an email template to have candidate and client leave a review after a shift job
- Email template for when document signed by client and is sent to candidate
- How to set up the automatically broadcast new shift job email template
- Admin status reminder if candidate or client has been at status for X amount of hours
- How to set up an email template to be sent to a certain type of candidate or client
- How to edit the email template for when you assign/send a candidate to a client
- How to insert custom booking text fields to job email templates
- Adjust The Shift Job Confirmation Email Template For Clients and Candidates Of A Booking.
- New option for reminder emails to only be sent a certain number of times and then stop.
- Option for email template based on client candidate relationship status
- How to repeat status reminders
- How to see if an email has been opened.
- How to schedule an email for another time
- Create an Automated Start Date Email Follow Up.
- Create Reminder Emails to Send Before or After Scheduled Events.
- Design Beautiful Email Templates
- How to automatically include the secondary client email in every correspondence.
- How to set up an email template for a certain date, birthday, or children's birthday
- Remove content from an email template if the plug in tag is blank
- How to customize email template for expiring documents
- Set up an email template to admin based on status change
- Edit email template for assigning to do tasks.
- Attach document(s) to an email
- How to add or embed an entire section into an email.
- How to convert your emails into another language.
- How to remind references to complete the reference check forms
- Adjust the email template for the clock-in/clock-out reminder.
- Attach Multiple Documents In One Email.
- How to link an email template to a secondary status change
- Have Client and Candidate Information Auto Populate In Emails To Clients and Candidate Or About Jobs.
- Why is an email not sent when I change the status
- Set up admin notification when payment is made/payment information added
- Create An Automated Reference Check Email
- Default emails - create news to over-ride the default ones.
- Shift Job Assigned To Other Candidate Applicant Email Notification
- Shift job cancelled email template
- Edit Email For Shift Job Reminders
- Where to find template tags to insert information from a profile or application into an email.
- How to activate/deactivate an email template
- Add Conditions to Email Templates
- How to add hyperlink to an image in an email template
- Set up/Edit reference email template for client references
- Embed a video in an email
- Where to go to edit emails
- Automatically Broadcast new Shift Job to Favorite Email Trigger.
- Event Broadcast Email Template
- Email template for when a client marks interested in a job
- Notify Admin when a Candidate shows interest in a Shift Job
- How to notify candidates or clients to sign a document
- Client reference check email template
- Using a resource document to hyper link in an email
- Setting up a template to inform candidates of new back up care assistant jobs
- Set up/edit Bulk Broadcast Shift Jobs Email Template
- Reviewing Job Email Templates
- Shift job Status Reminders
- Email template to client when shift job is charged
- How to receive Admin notifications of Candidate late clock-in/outs
- Include Related and Associated Shift Jobs in Client and Candidate Email Templates with Tags
- How to add a section into your email.
- Adjusting which shareable link will be shared in an email template
- Customize the Client and Candidate Email Notification: Document Signed Signer Notification
- Send email to candidate or client once document is signed
- Email for Shift Job update Candidate Notification
- Email Status Indicators
- How to not include your footer in an email template
SMS
- Adjust the SMS template for clock-in/clock-out reminders.
- How to customize the SMS template that is sent to a reference
- Add additional conditions to SMS templates
- Edit Reference Check SMS Reminder Template
- SMS template for reference checks
- SMS Template for shift job status reminders
- List of SMS Template Triggers
- Setting up and creating SMS templates for booking confirmations for candidates & clients
- Create SMS templates for different Shift Job statuses
- How to use Tags Feature in SMS Templates
- *How to add SMS templates for shift job status change notifications
- How to create an SMS template for shift job broadcast
- How to create a SMS template for status changes