J-Confirm
Purpose
- Send an appointment confirmation in a text message.
- Have your customer's simply tap a link to confirm their appointment.
- Have the notification that they confirmed sent to your email inbox.
- Note: Requires license to J-Buzz.
Setup
- Contact Tire//SMART for setup
assistance.
- Define a message and link for the software to read in, once the customer
taps the link.
- O/E opt #28 - Type 'CM' - comment
- TXTMSG or TXTMSG STATUS message key must contain the "C$" value
- See image below.
- 2. Define email confirmation address to share with staff.
- 3. Define J-Confirm top of screen.
- (like your company logo).
Workflow
- Set up your work order like usual, filling in the appointment date/time and vehicle
information.
- As usual, enter TS to go to: send a text screen.
- Select your new 'comment', containing the link.
- Send the actual text message.
- The customer will then get a text message like below.
- When they tap it, it will take them to their browser in an image like below.
- Based on that, your system will:
- 1. Display on the open orders screen - the confirm column - titled: "CFM"
- "Y" marking that the appt was confirmed.
- 2. Display on the 'O' screen
- order status now reset to appointment confirmed.
- On the email address you set up you will see the new email received, notifying you that the appointment
was confirmed.
Cancelling An Appointment
- User's can also cancel an appointment from the application.
- Optionally, they can add a message on why they are cancelling.
- After cancelling they will see the below screen.
- At this point, if they want to make any modifications to the appointment they need to contact your
store directly.
- You will then get an email that contains information that the appointment was cancelled.
- And the system will be updated to take the appointment off of the work order and change the status to
cancelled, which will show on the open order screen as a !