Purpose: Being able to tell your customers a time frame you will arrive, but not a specific time, is a very good feature in keeping in communication with your customer. Your customer knows when and what to expect from you, but it allows time leniency that may happen due to traffic or other unforeseen circumstances.
- You will not be able to save service window allocations without all slots being available, and an AM, PM, and All-day event chosen.
Service windows allow for setting specific times for engineers to arrive on-site, but preventing the customer of this, rather, it allows for a generalized time frame that the engineer will arrive.
- Go to System settings > General Settings > Service Window.
- From here, you will need to set all available slots.
3. When selecting a time frame, you will see a service window name, a label that can be added within your own system based on your workflow/preferences. The customer appearance section is what the customer will see when booking a window of time.
4. Once a service window is set up the customer will see this when booking via the portal, and if you use these tags within your booking confirmation and reminders.
In the below example, you can see the email your customers will receive based on the tagging and body you’ve added. Note the tagging in the subject and throughout the rest of the email.
In this below example, we see the email the customer will receive when a job is confirmed.
In the example below from the booking portal, you'll notice the time frame we have corresponds with our service window timeframe allocation. The label for the customer shows as well, being "Early Morning Hours - 8 AM - 12 PM"