Choosing the vehicle owners preferred communication and setting reminder

Sending the confirmation message is very simple- Just choose their communication preference:

Phone – no message will be sent

Text – you must provide a cell phone number in the top phone number field, and the system will send the confirmation request by SMS

Email – you must provide an email address and the system will send the confirmation request by email 

If you do not pick a Preferred Communication method, the system will not send a message.

If you would like the vehicle owner to get a reminder confirmation request, then click on the “Send Reminder” at the end of the scheduling process. The reminder message will be sent based on the repairer’s preference of 1 to 7 days before the scheduled drop-off day.

​

• Related Articles

• Setting the Reminder Days and Reschedule Options

  Located under the Settings then location tab you can make changes to if the customer can request a reschedule themselves and how many business days before the customer will receive the reminder message. The repairer may choose the number of days, 1 ...

• E-Confirmation Tool - Overview

  This tool allows the repair center to send a text or email to the vehicle owner asking them to confirm their drop-off appointment. The tool also offers the vehicle owner the option to place a reminder on their calendar. The system can be configured ...

• Customer Message View

  As a part of the scheduling process, the shop’s employee will ask for the vehicle owner’s permission to send an electronic message to the vehicle owner’s preferred communication device.   After the parties agree on a drop-off date, tell the vehicle ...

• Block Scheduling Tool

  Block Scheduling Tool   The Block Scheduling Tool (BST) allows a repair facility to set up weekly placeholders to reserve spots to manage expected but unknown Repair Orders, for example, repairers who have agreements with insurance companies to drop ...

• Viewing Scheduling Status in the Dashboard

  1)      Under drop offs for the day, the scheduled repair will be highlighted in Green if the vehicle owner has confirmed the drop-off date. 2)      Vehicles are highlighted in Pink to show that they have missed their drop-off day. Their status can ...