Communication
Message templates
Each template is bound to the workflow rule that would send it, so a message inherits that rule's autonomy. Nothing here sends itself.
Templates
8 in use
- Sharing helper profilesemployer · whatsapp
- Asking for a documentemployer · whatsapp
- Proposing interview timesemployer · whatsapp
- Check-in — the householdemployer · whatsapp
- Check-in — the helperhelper · whatsapp
- Arrival briefingemployer · whatsapp
- Payment reminderemployer · email
- Replacement decisionemployer · whatsapp
Arrival briefing
Sent shortly before the helper arrives.
When a helper is due to arrive within the week — send the arrival briefing to the employer.
Preview
Rendered against a real case, not a mock-up.
Hi Mrs Deepa Balakrishnan, Thin Thin Aye arrives on 2026-08-20. I will call you the day before to run through the first week — where she sleeps, what she eats, how the days are shaped. The first fortnight goes much better when that is agreed out loud rather than assumed.
Fields this message merges
A field belonging to one side can never be merged into the other's message.
- {{employer_contact}}Who to address in the householdemployer onlyfilled
- {{helper_name}}The helperfilled
- {{target_deployment}}The expected start datefilled