I searched a bit, but hope someone knows or gets what I'm talking about.
OK, Customer calls in and wants to make an appointment for a brake job 2 weeks in advance. I create an appointment and make notes etc...
Scheduler sends out an e-mail which ASKS TO CONFIRM APPOINTMENT.
Customer confirms and email is sent to my ECRM email / Business email. That person may confirm the email the day they called in for appointment or couple days after, or wait until day before....
Point trying to make is there a way to "HIGHLIGHT" that appointment and not wonder if they are truly coming in or just on the list? Even a button on WIP screen,
I get the emails sent to me, I just wish I could do more with it on the scheduler side..? Or better yet when they respond, it updates the scheduler automatically as well as a email to me.
Confirming Appointment Email Acknowledgement?
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Confirming Appointment Email Acknowledgement?
Kevin Thompson
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- ricmorin
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Re: Confirming Appointment Email Acknowledgement?
I think it would be pretty cool to have two way integration between ECRM and the Scheduler so that when an appointment is confirmed, the scheduled item somehow reflects that. very good information to know.
There are other issues with ECRM/Scheduler that need some work along with some basic Scheduler needs that would take priority over this. Could you simply add a note to the scheduled item in the meantime? Do you get a lot of no shows?
There are other issues with ECRM/Scheduler that need some work along with some basic Scheduler needs that would take priority over this. Could you simply add a note to the scheduled item in the meantime? Do you get a lot of no shows?
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
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Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com
I find my life is a lot easier when I use Special Orders
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Re: Confirming Appointment Email Acknowledgement?
Never get a no show Ric...
actually very few, just asking about scheduler updates and ho it's processed.
actually very few, just asking about scheduler updates and ho it's processed.
Kevin Thompson
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MOBIL 1 LUBE EXPRESS
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KSTAUTOMOTIVE@GMAIL.COM
KST AUTOMOTIVE
&
MOBIL 1 LUBE EXPRESS
FULL SERVICE REPAIR FACILITY
ASE MASTER CERTIFIED 20+ YEARS
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KST AUTOMOTIVE
KSTAUTOMOTIVE@GMAIL.COM