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Procare Solutions Internal Ideas Portal
Status In Review
Workspace Procare Desktop
Categories Enterprise Support
Created by Jesse Hartman
Created on Oct 18, 2023

Automated Emails from DT

Kama'Aina Kids - 10859000

Customer would love to see a feature in DT that would allow them to setup an automated and recurring email to her parents. The intent would be to send out statements or reminders to parents based on an email template they could configure, and be able to schedule it to email on a particular day and time, and on a configurable cycle (weekly, monthly, custom). They would like this to be 'set-and-forget.'

Product Area Center Management
Are customers at risk of leaving Procare without this item? No
Are customers going to competitors for this item? No
How does this impact the customer's business?

Customer noted that it would save them a lot of time if they could automate some portion of the emails that they send to parents. Billing statements and payment reminders were the two examples that they pointed to. Being able to configure and schedule recurring emails would improve their efficiency.

Requesting Customer Kama'Aina Kids - 10859000
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2 MERGED

Add an Automation feature to send billing statements weekly/monthly

Merged
Customer would like to see an Automation feature to send billing statements weekly/monthly through Procare rather than trying to remember to send the account statements to parents each week.
Kelsey Boyd over 2 years ago in Procare Desktop / Enterprise Support 0 In Review