If you're like me, you get appointments electronically. And I'm willing to bet you confirm these with an email as that's how they typically come. I've been freehand typing mine. I suppose you could create a canned email too. Today I thought I would leverage the built in texting in Manager. This is cool.
First, we make an estimate in Manager for every appointment, but even if you don't, you will likely use the scheduler in Manager. In the open window for the appointment, there is a little 'Text' button.
- appoint1.png (44.56 KiB) Viewed 7485 times
Click on this and you'll see I created a special text for appointment confirmations.
- appoint2.png (43.13 KiB) Viewed 7485 times
Click on the Appointment Confirmation and you get this text.
- appoint3.png (16.64 KiB) Viewed 7485 times
You can now click on send. To recap, one click on Text, a second click on Appointment Confirmation and a final click on Send. That was easy!
And below is the configuration I made to get the fields in the right places.
- appoint4.png (30.74 KiB) Viewed 7485 times
I think this is much easier than typing out an email response, and it can easily be used as a follow up to a phone appointment too. You WILL be in this window if you use the Scheduler.
