| Table of Contents |
|---|
Automated SMS service
SMS sending
Initially manual
Moving to 7am and 5pm every day automated
SMS Responses
Yes or y is considered a confirmation
confirmed green sms badge will show on the booking and confirmed is ticked
any other response will tick the “Problem” flag and add text to the booking notes from the reply
Problem badge will show on the booking
No response to SMS
Clinic phone manually used
open session and sms customer or email customer
...
No - if they didn’t respond to the automated sms it is time to ring them
We should put the email address and mobile phone number on the screen beside the client
Configurations
Config settings to configure SMS & email reminders:
SMS configurations
TherapySessionSMSAllowResend - the number of hours after which SMS resend is allowed
If you want to be able to resend SMS's regardless of config, either don't set TherapySessionSMSAllowResend or set it to 0 and it will be ignored (and SMS resending will be permitted)
Days before is configurable (config setting = TherapySessionSMSDayOffset )
Set as a comma separated list (3,2,1 > dated 3 days before, dated 2 days before, dated next day
SMS are only sent to customers (with a mobile number) with sessions that have NOT been confirmed
Email configurations
TherapySessionEmailDayOffset - the number of days prior to the therapy session to send an SMS Email reminder (must be 1 or greater)TherapySessionEmailDayOffset - the number of days prior to the therapy session to send an Email reminder (must be 1 or greater)
SMS Responses in Test Mode
To test sms responses results use test system and test mode.
You will have to enter the Sales Order Number into the sales order screen
...
Then you will have to click on Status - Admin/Test - test mobile pull
...
If a reply has been sent you will get this message
A positive response will update the booking with a green sms badge and tick confirmed
...
A negative response will update the booking with sms reply No tool tip
...
Automated Email Confirmations
Send Emails for bookings three days from now - Click on Send Reminders
...
Reminder emails received - Click on here
...
Respond Yes
...
See the dashboard for email confirmed yes (green )
...
Respond No
...
See Dashboard with SMS No (Red)
...