ZeroAdmin Help Center

            How to: Send reminders

            Reminders

            Appointments - email

            When you make an appointment your customer will receive an email confirmation (assuming you have not unticked the send email box).

            1 month reminder- email

            If an appointment is more than 1 month away, a one month reminder email will be sent.

            24 hours before - email (or 48/72 hours depending upon your setup)

            You customer will automatically receive a reminder 24 hours before the appointment

            24 hours before SMS

            Before your first appointment of the day on the home screen tap the SMS icon (in the grey bar above tomorrows appointments). This will invite you to send a 24 hours SMS reminder to each of your customers in turn.

            30 minutes before SMS

            Tap one of todays appointments on the home screen. The appointment popup will appear. Tap the SMS icon. This will send an SMS saying you are just leaving your last customer and will be around 30 minutes. The text is editable if you need to adjust the time.

            1 month customer alert - email

            If a chimney needs sweeping and you have not made an appointment your customer will get an invite asking them to call you to make an appointment.

            The content of these emails and SMS's are editable in Step 4 of your setup. You can personalise them. Do not remove anything in brackets.


            Updated: 23 Apr 2018 02:46 PM
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