If you have a recurring task you need to remind your cleaning staff about, you can set up reminders to go out a day in advance. For instance, if your trash is picked up every Monday, you can send your cleaning staff a recurring message on Sunday to remind them to take the trash out to the curb. This support article shows you how to set that up.
Email Template & Trigger
Create an email template by navigating to Settings > Templates > Email tab > click the Create Email Template button > select the "Booking" option. Copy and paste the following values into your new email template.
Name:
Remind Your Cleaning Staff About a Day of Week Task Email Template
From Name:
{MYCOFULL}
From Address:
{MYEMAIL}
To Name:
Cleaner Name
To Address:
CleanerName@cleaneremailaddress.com
Subject:
Just a Reminder that trash pickup for {PDISPNAME} is tomorrow!
Body:
Hi Cleaner Name,
Just want to let you know that tomorrow is trash day for {PDISPNAME}.
(Insert specific instructions on where to place the trash cans, and if necessary return the trash cans, etc.)
Thank you for helping keep {PDISPNAME} clean!
{MYFIRST}
Email message preview:
Let's create a Trigger to send your message on Sunday evening for a Monday trash pickup. Navigate to Settings > Messaging > Triggers > and click + Create Trigger.
Type:
Recurring > Occupied
Recurrence:
Repeat every 1 week on Sunday
Time of Day > Send at > 5:00 PM
Starting On > Choose Date
Action:
Remind Your Cleaning Staff About a Day of Week Task Email Template
SMS Template & Trigger
To create an SMS template, go to Settings > Templates > SMS tab > click the Create SMS Template button > select the "Booking" option. Copy and paste the following values into your new SMS template.
Name:
Remind Your Cleaning Staff About a Day of Week Task SMS Template
To Phone Number:
Cleaner cell phone number
Body:
Hi Cleaner Name, just a Reminder that trash pickup for {PDISPNAME} is tomorrow! Please bring the trash cans to the curb for pickup. Thank you! 😊
SMS template preview:
Let's create a Trigger to send your message on Sunday evening for a Monday trash pickup. Navigate to Settings > Messaging > Triggers > and click + Create Trigger.
Type:
Recurring > Occupied
Recurrence:
Repeat every 1 week on Sunday
Time of Day > Send at > 5:00 PM
Starting On > Choose Date
Action:
Remind Your Cleaning Staff About a Day of Week Task SMS Template