Automated SMS service

SMS sending

Initially manual

Moving to 7am and 5pm every day automated

SMS Responses

1. Yes or y is considered a confirmation

   1. confirmed green sms badge will show on the booking and confirmed is ticked

   2. any other response will tick the “Problem” flag and add text to the booking notes from the reply

      1. Problem badge will show on the booking

No response to SMS

Clinic phone manually used

open session and sms customer or email customer

Open

Configurations

Config settings to configure SMS & email reminders:

SMS configurations

1. TherapySessionSMSAllowResend - the number of hours after which SMS resend is allowed

   1. 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)

2. 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

1. 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

Open

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)