E-Service Configuration
Eservice now as the option to send the confirmation through Text. In Eservice Configuration on the Options tab in the Email Online requests section a checkbox has been added for “Send Confirm Text after each online booking”. When checking to turn this Texting option on, a drop down will and the user will select what Store and Texting number they want the Appt confirmation text to come from. Users can select to have Email and Text options on or select one. When they are both on, an email and text will be sent to the customer to confirm the online appointment.
In Templates & Batch setup > Texting templates > the texting template will be created automatically and users will only be able to edit, they cannot add or delete an eService texting template. When editing users cannot edit the template name or call type.
When the Text option is selected, the Cell number will be a required field when booking an appointment through Eservice and area code will be required
Users are able to set themselves up to receive an email every time someone books an eService appointment.
The BCC email users receive when a customer books an eService appointment will display:
- First Name, Last Name, CellPhone, Email, Vehicle Info, Odometer
-Appt Status, Online Appt ID , Appointment Date, Created date, Comments , Appointment Preference, Advisor
- OpCode and OpCode Description
- Appointment preference (dropoff, waiter, shuttle, ect)
- Appt Date and Time