Details
-
Type: New Feature
-
Status: Closed
-
Priority: Major
-
Resolution: Fixed
-
Affects Version/s: 3.4.0
-
Component/s: Staff Interface
-
Labels:None
Description
Add a new email template which will send an email to the client (Staff can BCC subscribe) that their service has been scheduled for cancellation and the date of cancellation.
There is 1 main component to this:
1. Email Template, called "Service Cancellation (Scheduled)"
Tags included in the welcome email should contain most common contact tags as well as information about the service, including the package name, label, and date scheduled for cancellation. It makes sense to include the same tags as the Service Cancellation template that is sent when a service is cancelled.
Example Email (Real tags replaced as they break formatting in this task):
Hi [contact.first_name],
Your service, [package.name] - [service.name], has been scheduled for cancellation. If no action is taken, it will be cancelled on [DATE]. If you believe this action is in error, please contact us as soon as possible.
Issue Links
- relates to
-
CORE-1912 Send an email to clients when services are cancelled
- Closed
Activity
Field | Original Value | New Value |
---|---|---|
Description |
Add a new email template which will send a reminder to the client (Staff can BCC subscribe) that their service is going to be cancelled automatically in X days.
There are 3 components to this: 1. Email Template 2. Cron task to send it out (Perhaps part of the "Cancel Scheduled Services" task. 3. New Setting to select when to send. (Under Settings > Company > Billing/Payment > Payment Due Notices, called "Cancellation Notice". Select contains "Disabled" and 1-120 days. Also, rename Payment Due Notices to simply Notices in the nav, as it applies more to just payment notices now. |
Add a new email template which will send a reminder to the client (Staff can BCC subscribe) that their service is going to be cancelled automatically in X days.
There are 3 components to this: 1. Email Template 2. Cron task to send it out (Perhaps part of the "Cancel Scheduled Services" task. 3. New Setting to select when to send. (Under Settings > Company > Billing/Payment > Payment Due Notices, called "Cancellation Notice". Select contains "Disabled" and 1-120 days. Also, rename Payment Due Notices to simply Notices in the nav, as it applies more to just payment notices now. Tags included in the welcome email should contain most common contact tags as well as information about the service, including the package name, label, and date scheduled for cancellation. |
Rank | Ranked higher |
Assignee | Tyson Phillips [ tyson ] |
Summary | New email template, scheduled cancellation reminder | Scheduled Cancellation Notice |
Description |
Add a new email template which will send a reminder to the client (Staff can BCC subscribe) that their service is going to be cancelled automatically in X days.
There are 3 components to this: 1. Email Template 2. Cron task to send it out (Perhaps part of the "Cancel Scheduled Services" task. 3. New Setting to select when to send. (Under Settings > Company > Billing/Payment > Payment Due Notices, called "Cancellation Notice". Select contains "Disabled" and 1-120 days. Also, rename Payment Due Notices to simply Notices in the nav, as it applies more to just payment notices now. Tags included in the welcome email should contain most common contact tags as well as information about the service, including the package name, label, and date scheduled for cancellation. |
Add a new email template which will send an email to the client (Staff can BCC subscribe) that their service has been scheduled for cancellation and the date of cancellation.
There are 3 components to this: 1. Email Template 2. Cron task to send it out (Perhaps part of the "Cancel Scheduled Services" task. 3. New Setting to select when to send. (Under Settings > Company > Billing/Payment > Payment Due Notices, called Tags included in the welcome email should contain most common contact tags as well as information about the service, including the package name, label, and date scheduled for cancellation. Example Email: Your service, [PACKAGE-NAME] has been scheduled for cancellation. If no action is taken, it will be cancelled on [DATE]. If you believe this action is in error, please contact us as soon as possible. |
Fix Version/s | Sponsored [ 11113 ] |
Description |
Add a new email template which will send an email to the client (Staff can BCC subscribe) that their service has been scheduled for cancellation and the date of cancellation.
There are 3 components to this: 1. Email Template 2. Cron task to send it out (Perhaps part of the "Cancel Scheduled Services" task. 3. New Setting to select when to send. (Under Settings > Company > Billing/Payment > Payment Due Notices, called Tags included in the welcome email should contain most common contact tags as well as information about the service, including the package name, label, and date scheduled for cancellation. Example Email: Your service, [PACKAGE-NAME] has been scheduled for cancellation. If no action is taken, it will be cancelled on [DATE]. If you believe this action is in error, please contact us as soon as possible. |
Add a new email template which will send an email to the client (Staff can BCC subscribe) that their service has been scheduled for cancellation and the date of cancellation.
There are 3 components to this: 1. Email Template, called "Service Cancellation (Scheduled)" 2. Cron task to send it out (Perhaps part of the "Cancel Scheduled Services" task. 3. New Setting to select when to send. (Under Settings > Company > Billing/Payment > Payment Due Notices, called Tags included in the welcome email should contain most common contact tags as well as information about the service, including the package name, label, and date scheduled for cancellation. It makes sense to include the same tags as the Service Cancellation template that is sent when a service is cancelled. Example Email: Your service, [PACKAGE-NAME] - [SERVICE-NAME] has been scheduled for cancellation. If no action is taken, it will be cancelled on [DATE]. If you believe this action is in error, please contact us as soon as possible. |
Description |
Add a new email template which will send an email to the client (Staff can BCC subscribe) that their service has been scheduled for cancellation and the date of cancellation.
There are 3 components to this: 1. Email Template, called "Service Cancellation (Scheduled)" 2. Cron task to send it out (Perhaps part of the "Cancel Scheduled Services" task. 3. New Setting to select when to send. (Under Settings > Company > Billing/Payment > Payment Due Notices, called Tags included in the welcome email should contain most common contact tags as well as information about the service, including the package name, label, and date scheduled for cancellation. It makes sense to include the same tags as the Service Cancellation template that is sent when a service is cancelled. Example Email: Your service, [PACKAGE-NAME] - [SERVICE-NAME] has been scheduled for cancellation. If no action is taken, it will be cancelled on [DATE]. If you believe this action is in error, please contact us as soon as possible. |
Add a new email template which will send an email to the client (Staff can BCC subscribe) that their service has been scheduled for cancellation and the date of cancellation.
There are 3 components to this: 1. Email Template, called "Service Cancellation (Scheduled)" 2. Cron task to send it out (Perhaps part of the "Cancel Scheduled Services" task. 3. New Setting to select when to send. (Under Settings > Company > Billing/Payment > Payment Due Notices, called Tags included in the welcome email should contain most common contact tags as well as information about the service, including the package name, label, and date scheduled for cancellation. It makes sense to include the same tags as the Service Cancellation template that is sent when a service is cancelled. Example Email: Hi {contact.first_name}, Your service, {package.name} - {service.name}, has been scheduled for cancellation. If no action is taken, it will be cancelled on [DATE]. If you believe this action is in error, please contact us as soon as possible. |
Description |
Add a new email template which will send an email to the client (Staff can BCC subscribe) that their service has been scheduled for cancellation and the date of cancellation.
There are 3 components to this: 1. Email Template, called "Service Cancellation (Scheduled)" 2. Cron task to send it out (Perhaps part of the "Cancel Scheduled Services" task. 3. New Setting to select when to send. (Under Settings > Company > Billing/Payment > Payment Due Notices, called Tags included in the welcome email should contain most common contact tags as well as information about the service, including the package name, label, and date scheduled for cancellation. It makes sense to include the same tags as the Service Cancellation template that is sent when a service is cancelled. Example Email: Hi {contact.first_name}, Your service, {package.name} - {service.name}, has been scheduled for cancellation. If no action is taken, it will be cancelled on [DATE]. If you believe this action is in error, please contact us as soon as possible. |
Add a new email template which will send an email to the client (Staff can BCC subscribe) that their service has been scheduled for cancellation and the date of cancellation.
There are 3 components to this: 1. Email Template, called "Service Cancellation (Scheduled)" 2. Cron task to send it out (Perhaps part of the "Cancel Scheduled Services" task. 3. New Setting to select when to send. (Under Settings > Company > Billing/Payment > Payment Due Notices, called Tags included in the welcome email should contain most common contact tags as well as information about the service, including the package name, label, and date scheduled for cancellation. It makes sense to include the same tags as the Service Cancellation template that is sent when a service is cancelled. Example Email: {quote}Hi {contact.first_name}, Your service, {package.name} - {service.name}, has been scheduled for cancellation. If no action is taken, it will be cancelled on [DATE]. If you believe this action is in error, please contact us as soon as possible.{quote} |
Description |
Add a new email template which will send an email to the client (Staff can BCC subscribe) that their service has been scheduled for cancellation and the date of cancellation.
There are 3 components to this: 1. Email Template, called "Service Cancellation (Scheduled)" 2. Cron task to send it out (Perhaps part of the "Cancel Scheduled Services" task. 3. New Setting to select when to send. (Under Settings > Company > Billing/Payment > Payment Due Notices, called Tags included in the welcome email should contain most common contact tags as well as information about the service, including the package name, label, and date scheduled for cancellation. It makes sense to include the same tags as the Service Cancellation template that is sent when a service is cancelled. Example Email: {quote}Hi {contact.first_name}, Your service, {package.name} - {service.name}, has been scheduled for cancellation. If no action is taken, it will be cancelled on [DATE]. If you believe this action is in error, please contact us as soon as possible.{quote} |
Add a new email template which will send an email to the client (Staff can BCC subscribe) that their service has been scheduled for cancellation and the date of cancellation.
There are 3 components to this: 1. Email Template, called "Service Cancellation (Scheduled)" 2. Cron task to send it out (Perhaps part of the "Cancel Scheduled Services" task. 3. New Setting to select when to send. (Under Settings > Company > Billing/Payment > Payment Due Notices, called Tags included in the welcome email should contain most common contact tags as well as information about the service, including the package name, label, and date scheduled for cancellation. It makes sense to include the same tags as the Service Cancellation template that is sent when a service is cancelled. Example Email: {{Hi {contact.first_name}, Your service, {package.name} - {service.name}, has been scheduled for cancellation. If no action is taken, it will be cancelled on [DATE]. If you believe this action is in error, please contact us as soon as possible.}} |
Description |
Add a new email template which will send an email to the client (Staff can BCC subscribe) that their service has been scheduled for cancellation and the date of cancellation.
There are 3 components to this: 1. Email Template, called "Service Cancellation (Scheduled)" 2. Cron task to send it out (Perhaps part of the "Cancel Scheduled Services" task. 3. New Setting to select when to send. (Under Settings > Company > Billing/Payment > Payment Due Notices, called Tags included in the welcome email should contain most common contact tags as well as information about the service, including the package name, label, and date scheduled for cancellation. It makes sense to include the same tags as the Service Cancellation template that is sent when a service is cancelled. Example Email: {{Hi {contact.first_name}, Your service, {package.name} - {service.name}, has been scheduled for cancellation. If no action is taken, it will be cancelled on [DATE]. If you believe this action is in error, please contact us as soon as possible.}} |
Add a new email template which will send an email to the client (Staff can BCC subscribe) that their service has been scheduled for cancellation and the date of cancellation.
There are 3 components to this: 1. Email Template, called "Service Cancellation (Scheduled)" 2. Cron task to send it out (Perhaps part of the "Cancel Scheduled Services" task. 3. New Setting to select when to send. (Under Settings > Company > Billing/Payment > Payment Due Notices, called Tags included in the welcome email should contain most common contact tags as well as information about the service, including the package name, label, and date scheduled for cancellation. It makes sense to include the same tags as the Service Cancellation template that is sent when a service is cancelled. Example Email (Real tags replaced as they break formatting in this task): Hi [contact.first_name], Your service, [package.name] - [service.name], has been scheduled for cancellation. If no action is taken, it will be cancelled on [DATE]. If you believe this action is in error, please contact us as soon as possible. |
Description |
Add a new email template which will send an email to the client (Staff can BCC subscribe) that their service has been scheduled for cancellation and the date of cancellation.
There are 3 components to this: 1. Email Template, called "Service Cancellation (Scheduled)" 2. Cron task to send it out (Perhaps part of the "Cancel Scheduled Services" task. 3. New Setting to select when to send. (Under Settings > Company > Billing/Payment > Payment Due Notices, called Tags included in the welcome email should contain most common contact tags as well as information about the service, including the package name, label, and date scheduled for cancellation. It makes sense to include the same tags as the Service Cancellation template that is sent when a service is cancelled. Example Email (Real tags replaced as they break formatting in this task): Hi [contact.first_name], Your service, [package.name] - [service.name], has been scheduled for cancellation. If no action is taken, it will be cancelled on [DATE]. If you believe this action is in error, please contact us as soon as possible. |
Add a new email template which will send an email to the client (Staff can BCC subscribe) that their service has been scheduled for cancellation and the date of cancellation.
There are 3 components to this: 1. Email Template, called "Service Cancellation (Scheduled)" -2. Cron task to send it out (Perhaps part of the "Cancel Scheduled Services" task.- 3. New Setting to select when to send. (Under Settings > Company > Billing/Payment > Payment Due Notices, called Tags included in the welcome email should contain most common contact tags as well as information about the service, including the package name, label, and date scheduled for cancellation. It makes sense to include the same tags as the Service Cancellation template that is sent when a service is cancelled. Example Email (Real tags replaced as they break formatting in this task): Hi [contact.first_name], Your service, [package.name] - [service.name], has been scheduled for cancellation. If no action is taken, it will be cancelled on [DATE]. If you believe this action is in error, please contact us as soon as possible. |
Description |
Add a new email template which will send an email to the client (Staff can BCC subscribe) that their service has been scheduled for cancellation and the date of cancellation.
There are 3 components to this: 1. Email Template, called "Service Cancellation (Scheduled)" -2. Cron task to send it out (Perhaps part of the "Cancel Scheduled Services" task.- 3. New Setting to select when to send. (Under Settings > Company > Billing/Payment > Payment Due Notices, called Tags included in the welcome email should contain most common contact tags as well as information about the service, including the package name, label, and date scheduled for cancellation. It makes sense to include the same tags as the Service Cancellation template that is sent when a service is cancelled. Example Email (Real tags replaced as they break formatting in this task): Hi [contact.first_name], Your service, [package.name] - [service.name], has been scheduled for cancellation. If no action is taken, it will be cancelled on [DATE]. If you believe this action is in error, please contact us as soon as possible. |
Add a new email template which will send an email to the client (Staff can BCC subscribe) that their service has been scheduled for cancellation and the date of cancellation.
There are 3 components to this: 1. Email Template, called "Service Cancellation (Scheduled)" -2. Cron task to send it out (Perhaps part of the "Cancel Scheduled Services" task.- -3. New Setting to select when to send. (Under Settings > Company > Billing/Payment > Payment Due Notices, called - Tags included in the welcome email should contain most common contact tags as well as information about the service, including the package name, label, and date scheduled for cancellation. It makes sense to include the same tags as the Service Cancellation template that is sent when a service is cancelled. Example Email (Real tags replaced as they break formatting in this task): Hi [contact.first_name], Your service, [package.name] - [service.name], has been scheduled for cancellation. If no action is taken, it will be cancelled on [DATE]. If you believe this action is in error, please contact us as soon as possible. |
Description |
Add a new email template which will send an email to the client (Staff can BCC subscribe) that their service has been scheduled for cancellation and the date of cancellation.
There are 3 components to this: 1. Email Template, called "Service Cancellation (Scheduled)" -2. Cron task to send it out (Perhaps part of the "Cancel Scheduled Services" task.- -3. New Setting to select when to send. (Under Settings > Company > Billing/Payment > Payment Due Notices, called - Tags included in the welcome email should contain most common contact tags as well as information about the service, including the package name, label, and date scheduled for cancellation. It makes sense to include the same tags as the Service Cancellation template that is sent when a service is cancelled. Example Email (Real tags replaced as they break formatting in this task): Hi [contact.first_name], Your service, [package.name] - [service.name], has been scheduled for cancellation. If no action is taken, it will be cancelled on [DATE]. If you believe this action is in error, please contact us as soon as possible. |
Add a new email template which will send an email to the client (Staff can BCC subscribe) that their service has been scheduled for cancellation and the date of cancellation.
There are 3 components to this: 1. Email Template, called "Service Cancellation (Scheduled)" -2. Cron task to send it out (Perhaps part of the "Cancel Scheduled Services" task.- -3. New Setting to select when to send. (Under Settings > Company > Billing/Payment > Payment Due Notices), called - Tags included in the welcome email should contain most common contact tags as well as information about the service, including the package name, label, and date scheduled for cancellation. It makes sense to include the same tags as the Service Cancellation template that is sent when a service is cancelled. Example Email (Real tags replaced as they break formatting in this task): Hi [contact.first_name], Your service, [package.name] - [service.name], has been scheduled for cancellation. If no action is taken, it will be cancelled on [DATE]. If you believe this action is in error, please contact us as soon as possible. |
Description |
Add a new email template which will send an email to the client (Staff can BCC subscribe) that their service has been scheduled for cancellation and the date of cancellation.
There are 3 components to this: 1. Email Template, called "Service Cancellation (Scheduled)" -2. Cron task to send it out (Perhaps part of the "Cancel Scheduled Services" task.- -3. New Setting to select when to send. (Under Settings > Company > Billing/Payment > Payment Due Notices), called - Tags included in the welcome email should contain most common contact tags as well as information about the service, including the package name, label, and date scheduled for cancellation. It makes sense to include the same tags as the Service Cancellation template that is sent when a service is cancelled. Example Email (Real tags replaced as they break formatting in this task): Hi [contact.first_name], Your service, [package.name] - [service.name], has been scheduled for cancellation. If no action is taken, it will be cancelled on [DATE]. If you believe this action is in error, please contact us as soon as possible. |
Add a new email template which will send an email to the client (Staff can BCC subscribe) that their service has been scheduled for cancellation and the date of cancellation.
There is 1 main component to this: 1. Email Template, called "Service Cancellation (Scheduled)" Tags included in the welcome email should contain most common contact tags as well as information about the service, including the package name, label, and date scheduled for cancellation. It makes sense to include the same tags as the Service Cancellation template that is sent when a service is cancelled. Example Email (Real tags replaced as they break formatting in this task): Hi [contact.first_name], Your service, [package.name] - [service.name], has been scheduled for cancellation. If no action is taken, it will be cancelled on [DATE]. If you believe this action is in error, please contact us as soon as possible. |
Rank | Ranked higher |
Story Points | 3 |
Sprint | 4.10.0 Sprint 3 [ 107 ] |
Rank | Ranked lower |
Fix Version/s | 4.10.0-b1 [ 11305 ] | |
Assignee | Abdy Franco [ abdy ] |
Status | Open [ 1 ] | In Progress [ 3 ] |
Status | In Progress [ 3 ] | In Review [ 5 ] |
Resolution | Fixed [ 1 ] |
Remaining Estimate | 0 minutes [ 0 ] | |
Time Spent | 3 hours, 5 minutes [ 11100 ] | |
Worklog Id | 13598 [ 13598 ] |
Time Spent | 3 hours, 5 minutes [ 11100 ] | 3 hours, 37 minutes [ 13020 ] |
Worklog Id | 13601 [ 13601 ] |
Time Spent | 3 hours, 37 minutes [ 13020 ] | 4 hours [ 14400 ] |
Worklog Id | 13610 [ 13610 ] |
Status | In Review [ 5 ] | Closed [ 6 ] |