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Confirmed Appointment Feature

Confirmed Appointment Feature

Postby ricmorin » Wed May 24, 2017 1:35 pm

I love the appointment reminders in Message Manager, especially the confirm appointment feature. What I don't like is the program automatically changing the status to confirmed. Is there a way to use this feature without changing the appointment status? We use a special color for waiting appointments and this feature changes that color and we lose sight of our waiters. I love everything else, except the status change.
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434
https://www.facebook.com/motorcaralternatives

Reality continues to ruin my life.- Calvin
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ricmorin
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Re: Confirmed Appointment Feature

Postby Auto Repair Coach » Thu May 25, 2017 4:28 am

Ric,
This maybe the answer.
Go to Message Manager - Settings - Automation
On the Automation screen deselect "Customer Can Reply with "C" to confirm the appointment"
You the should be sure the Wild Card [ReplyToConfirm] is removed from the canned note that is listed above.
Maybe add to the note to reply "Yes" to confirm you are coming in at that time.
This way it eliminates the status change but still sends the reminders out.

Hope this does what you want it to do. Let me know.
John Burkhauser
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BOLT ON TECHNOLOGY

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Re: Confirmed Appointment Feature

Postby ricmorin » Thu May 25, 2017 6:51 am

Yeah, I've already done something similar, but you don't get the ease of just typing c and you don't get that nicely designed confirmed reply you people worked so hard to design. I just thought if it were possible to have all the other features without the status change. :roll:
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434
https://www.facebook.com/motorcaralternatives

Reality continues to ruin my life.- Calvin
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ricmorin
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Re: Confirmed Appointment Feature

Postby Auto Repair Coach » Fri May 26, 2017 4:33 am

Does just taking out the term [Confirmed] from the box in settings help? In my experiment it leaves status blank.
John Burkhauser
Director of Educational Programs

BOLT ON TECHNOLOGY

610-400-1019
http://boltontechnology.com/
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Auto Repair Coach
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Joined: Wed Sep 07, 2016 11:21 am
Location: Southampton Pa.

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