Edit appointment confirmation text template

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chris.corlee
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Edit appointment confirmation text template

Post by chris.corlee »

How do I edit text and email reminders templates in scheduler? The edit functions are grayed out.

Thanks!
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timbre4
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Re: Edit appointment confirmation text template

Post by timbre4 »

Template editor screens are under the Configurations menu:
Email templates are tied to specific documents: EST, R.O. & INV sent to customers. The Reminder function in the Appointment Editor is time values for internal use.
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chris.corlee
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Re: Edit appointment confirmation text template

Post by chris.corlee »

Thanks, Tim. So I can't edit appt. reminder text? Here's our problem- We don't usually make "appointments" for a specific time, but "reservations" for the day. For instance, if Joe Smith wants to drop off for Wednesday and I enter it on the schedule for the next available slot, say 4:00 pm, he gets a text saying his "appointment" time is 4:00 pm. What I need is something like "your reservation for drop off is Wednesday 9-8-22. We open at 7:00am. Thanks!". Otherwise, people occasionally get confused and show up late for what should have been AM drop-off. Any help will be greatly appreciated.
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Silky7
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Re: Edit appointment confirmation text template

Post by Silky7 »

Hi Chris,

Can you clarify - are you sending the text manually? Or is it being sent automatically by our CRM service? The last post sounds like the latter.
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chris.corlee
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Re: Edit appointment confirmation text template

Post by chris.corlee »

CRM service.
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ricmorin
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Re: Edit appointment confirmation text template

Post by ricmorin »

chris.corlee wrote:
Tue Sep 07, 2021 8:51 am
Thanks, Tim. So I can't edit appt. reminder text? Here's our problem- We don't usually make "appointments" for a specific time, but "reservations" for the day. For instance, if Joe Smith wants to drop off for Wednesday and I enter it on the schedule for the next available slot, say 4:00 pm, he gets a text saying his "appointment" time is 4:00 pm. What I need is something like "your reservation for drop off is Wednesday 9-8-22. We open at 7:00am. Thanks!". Otherwise, people occasionally get confused and show up late for what should have been AM drop-off. Any help will be greatly appreciated.
You probably have the box checked that says 'Match Drop Off's to Start Time'. CRM uses Drop Off time as the appointment time in the text. Deselect this and set all appointments to drop off at 8am or whatever time you open. You'll need to change this manually for waiting appointment. Match those to the actual waiting time.
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ricmorin
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Re: Edit appointment confirmation text template

Post by ricmorin »

You cannot edit this reminder text directly. I think your CRM agent can make some tweaks if you ask. You can turn off reminder texts through your CRM portal. Click on Setup in the upper RH corner and select Text Reminders. Here you CAN edit the email reminders.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
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I find my life is a lot easier when I use Special Orders
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Re: Edit appointment confirmation text template

Post by chris.corlee »

Thanks for your help, guys!
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