Scheduled Messages allow you to "Schedule" all types of messages in Time To Pet to be sent at a later day or time. This includes Conversation Feed messages, service order confirmations, emailed invoices, and email campaigns to clients and staff members. That means that, even if you are working at 11 PM, you can schedule that invoice to be sent to your client tomorrow morning.
In This Article
Check out this video from our Customer Experience Team on Scheduled Messages!
Conversation Feed Messages
There are many instances when you may want to delay sending a message to a pet parent client. For example, if Fido is having surgery next week and you want to schedule a check-in message to be sent then, or if you just got to your computer to reply to a question at midnight but don't want to disturb your client until the morning. Scheduling messages sent via the Conversation Feed is easy with Scheduled Messages. To schedule a standard Conversation Feed message to be sent later, look for the dropdown to the right of the "Send Message" button.
And choose Schedule For Later.
To adjust the time your message will be sent, click the Scheduled Time option and change the day or time.
Messages can be sent in 15-minute increments and can be scheduled as far in the future as you need.
When you confirm the day and time, click the Set Scheduled Time button to set your time.
You will not notice that the "Send Now" button has been replaced with a button to send your message on the selected day and time.
Be sure to click this button to finalize the "scheduling" of your message.
By default, Scheduled Messages will be shown in your Conversation Feed. They have a blue background and a blue border to differentiate them. You can also see the day and time the message is scheduled for. Look for the Hide Message option to hide these Scheduled Messages from this view.
You can customize some aspects of a Scheduled Message in the "Scheduling Actions" dropdown. For example, you can select whether to send the message now, reschedule the day/time of the scheduled message, or cancel and delete the scheduled message.
The content of Scheduled Messages cannot be edited after they have been scheduled. If you need to adjust the content of your message, you may want to copy the original text before canceling and deleting your scheduled message and creating a new one.
Just a heads up - Private Messages can also be scheduled!
You can also view and adjust your Scheduled Messages in the "Scheduled" tab of the Message Center.
Service Order Confirmations
Service Order Confirmations are also supported with Scheduled Messages. To schedule a Confirmation Email, load the service order on the Scheduler page and look for the "Send Confirmation" option.
You will notice a dropdown option to the right of Send Confirmation.
Choosing the "Schedule For Later" option allows you to schedule the sending of this confirmation for a future date.
You can set the time of the message by choosing the day and time and clicking the "Set Scheduled Time" option.
You can then schedule the message for the day and time you selected.
Time To Pet will show you that you have a scheduled confirmation email set to be sent on the Service Order.
You can view this scheduled message or set additional scheduled confirmation emails here.
You can cancel upcoming scheduled confirmation emails in the "Scheduled" tab of the Message Center.
Emailed Invoices
Similar to scheduled confirmation emails, invoices can also be scheduled for Time To Pet. To schedule an emailed invoice, navigate to the Edit Invoice screen and click the "Email" button.
You will notice a dropdown option to the right of Send Now.
Choosing the "Schedule For Later" option allows you to schedule the sending of this invoice for a future date.
You can set the time of the message by choosing the day and time and clicking the "Set Scheduled Time" option.
You can then schedule the message for the day and time you selected.
Time To Pet will show you that you have a scheduled invoice email when clicking the "Email" button again.
You can cancel upcoming scheduled confirmation emails in the "Scheduled" tab of the Message Center.
Email Campaigns
When creating a new email campaign to send to your pet parent clients or staff members, you can schedule it for future delivery.
Note: For more information, please review our help articles onĀ Sending Mass Emails to ClientsĀ andĀ Sending Mass Emails to Staff Members.
After finalizing your Email Campaign, you will notice a drop-down option to the right of Send Now.
Choosing the "Schedule For Later" option allows you to schedule this email campaign for a future date.
You can set the time of the message by choosing the day and time and clicking the "Set Scheduled Time" option.
You can then schedule the email campaign on the day and time you selected.
You can cancel upcoming scheduled email campaigns in the "Scheduled" tab of the Message Center.
Bulk Invoices And Confirmation Emails
By default, confirmation emails and invoices will be sent immediately when sending them using theĀ Bulk InvoicingĀ tool. However, you can choose to schedule them to be sent at a later time by clicking the arrow to the right of the send button and clicking "Schedule For Later":
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Viewing/Editing All Scheduled Messages
All Scheduled Messages (including Conversation Feed messages, private messages, confirmation messages, emailed invoices, and email campaign messages) can be viewed and edited in the "Scheduled" tab of the Message Center.
These messages can be filtered by date range.
Filtered by Message Type.
And by Status.
Messages that are still scheduled have an "Action" button that includes options to edit (or cancel) the date/time of the scheduled message, to send the message now, or to view the complete history of the Scheduled Message.
When editing a message, you can view its relevant details, change the scheduled date or time, or cancel it.
The history option will show you a complete history of the scheduled message.
Automated Scheduled Messages
When Business Hours are enabled, you can turn on "Automate Scheduled Messages." This setting, found inĀ Company Settings >Ā MessagingĀ (after enabling Business Hours), automatically schedules messages your company sends outside of normal business hours to be sent the next time business hours are open. This is not applicable to post-visit reports, as these are always sent immediately. You can override the āscheduledā setting and send messages immediately when creating messages via the web version of Time To Pet.
Note: Please review our help article on Business Hours for more information on Automated Scheduled Messages.
Scheduling Messages On The Mobile App
Admins and Office Managers can also schedule messages from the mobile app. When sending a message, tap the clock icon next to the "Send" button.
Select the "Scheduled Time" option to schedule a time and configure the date and time that you'd like the message to be sent.
If your company has Business Hours enabled, you can also override automatically Scheduled Messages and reschedule them according to your preference.