Service reminder portal settings

Purpose: Personalize the contact details you want to be displayed on the customer contact pop-up for support. Additionally, set the access roles that get notified when a customer makes an online payment.

Reduce administration by combining service reminder automation with hands-off appointment booking to continue the customers self service journey. Customers can schedule their service appointment on their PC, laptop or mobile device when convenient from a link via the Service reminder portal.

Related guides
Service reminders (Overview)
Scheduling rules

Please note

  • Available on Customer Journey plan and above
  • Select ‘Don’t show email/phone’ options to disable Communication pop up

How to configure settings

Go to Profile icon > Settings > Self-service > Service reminder portal settings > View

  • Communications - Company information displayed in the customer contact pop up within the portal
    ‘Email address’ - Select from drop-down > Save
         a. ‘Don’t show email’ - No email address is shown
         b. ‘Show company email’ - Display email address from Company details
         c. ‘Enter email’ - Display any other email address, manually typed in the field ‘New email’ now
    ‘Phone number’ - Select from drop-down > Save
         a. ‘Don’t show phone’ - No phone number is shown
         b. ‘Show company phone’ - Display phone number from Company details
         c. ‘Enter phone’ - Display any other phone number, manually typed in the field ‘New phone’ now
    Contact support description’ - Enter desired text > Save
    Contact support title - Enter desired text > Save
    ‘Contact support available timing’ - Enter support hours > Save

  • Notifications
    ‘Send notification to’ - Add required roles > Save

Dependent settings

There are a number of prerequisite settings that need to be configured within Commusoft first to ensure the appointment goes to an available user with the correct skillset.

  • Skills - Ensure they are set up and assigned to a user if required.
  • Shifts - Once set up you need to assign to the users.
  • Service Windows