Additional Features in Workflow Setup

Customize your scheduled and follow up texts

Scheduled Messages

• These are unique appointment confirmations and reminders
• When the appoint is made, the message is sent immediately
• Includes date and time.
• Also includes greeting / signature
• One day before, the reminder is sent.
• Includes time.
• Also includes greeting / signature.

See:  “How do I turn a status into an appointment?”  In Service Advisor training.

Pro Tip:

The messages shown on the workflow setup page are grammatically correct if they begin with a lowercase letter. This is because they are preceded by the automatic greeting which concludes with a comma.

+ Predefined Outbound texts

For the messages you type the most, type it once

• Click the link to manage and add predefined outbound texts.
  
  
• Add your predefined out bound texts for common conversation points, or answers to frequent inquiries
  
• Simply click + Add Text, and compose your message
• The final results will be available when texting your clients
• Simply type a few key letters, numbers, or words and phrases, the notes will filter out.
  • Click the note you desire.  Send!
    

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