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Appointment Reminders

Appointment Reminders

Postby ricmorin » Sat Jul 29, 2017 8:26 am

We love the appointment reminder texts. Coupled with Mitchell's CRM email reminders, we almost never get a no show. We are running into a slight issue though. We hope there is a remedy.

With 5 loaner cars, we often have work that may be here for days. That work likely gets bumped on the schedule to accommodate for more pressing matters. Because Message Manager uses the Starting time to know when to send the text, we often get duplicate reminders for the same vehicle after moving a scheduled item. If Message Manager used the Drop Off time, this would not be a problem.

Mitchell CRM had a similar problem and fixed it by adding the Drop Off field. Can Message Manager use this field instead? Or is there another workaround you may suggest?
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Re: Appointment Reminders

Postby Auto Repair Coach » Mon Jul 31, 2017 6:06 am

Another one to look into.
Will let you know.
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Re: Appointment Reminders

Postby ricmorin » Fri Sep 15, 2017 2:09 pm

We've found a pretty good workaround for this. Since bumping appointments usually happens at the end of a day, we set our reminder to be 2 days out. That way, a bumped appointment is below the threshold of being sent. Works so far but would really like the reminder to be based off of drop-off time.
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Re: Appointment Reminders

Postby Auto Repair Coach » Mon Sep 18, 2017 4:00 am

Noted. I'll check on previous posted request.
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Re: Appointment Reminders

Postby motley06 » Tue Sep 19, 2017 6:30 am

We created a customer named Carry, Over with a 1990 Alfa Romeo and no cell number. We use that customer file to block off time for the next day and no reminder gets sent out to a customer who already dropped their car off.
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Re: Appointment Reminders

Postby ricmorin » Tue Sep 19, 2017 6:35 am

motley06 wrote:We created a customer named Carry, Over with a 1990 Alfa Romeo and no cell number. We use that customer file to block off time for the next day and no reminder gets sent out to a customer who already dropped their car off.

Great idea, we do the same when 'some' of the work is done, but move the entire block when 'none' of the work got done.
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Re: Appointment Reminders

Postby motley06 » Tue Sep 19, 2017 6:42 am

ricmorin wrote:
motley06 wrote:We created a customer named Carry, Over with a 1990 Alfa Romeo and no cell number. We use that customer file to block off time for the next day and no reminder gets sent out to a customer who already dropped their car off.

Great idea, we do the same when 'some' of the work is done, but move the entire block when 'none' of the work got done.

Pretty much exactly how we do it. When that 4:00 PM oil change turns into a cv axle, brakes, shock, and filters, we put 'Carry, Over' on tomorrow's schedule and block off the time for the remaining work
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Re: Appointment Reminders

Postby Auto Repair Coach » Wed Sep 20, 2017 4:07 am

That's a great idea. I did put it in development also.
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