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

Check-in — the helper

The helper's half of the same check-in. Deliberately says where her answer goes.

A person sends it

When an aftercare check-in falls due — send the request to the employer and the helper.

Preview

Rendered against a real case, not a mock-up.

1 not filled

Tan Family Lee Family Wong Family Koh Family Sim Family Balakrishnan Household Teo Family

Hi Maria Santos, it is Sarah Tan from Demo Maid Agency. This is your {{checkin_milestone}} check-in.

How are you settling in? Is the work what we told you it would be, and are your rest days as agreed?

What you tell me comes to me, not to your employer. If something needs to be raised with them, we agree first how to do it.

This message must not be sent as it stands

No data for {{checkin_milestone}} on this case. A blank would be worse than a gap — the braces stay so nobody sends it by accident.

Fields this message merges

A field belonging to one side can never be merged into the other's message.

{{helper_name}}The helper
filled
{{consultant_name}}The consultant handling this household
filled
{{agency_name}}The agency's name
filled
{{checkin_milestone}}Which follow-up this is
empty