Similarly to our ‘booking portal link’ for jobs on Automation, we’ve introduced a portal through which you can allow your customers to book in their very own service reminder appointment dates and times!
The link will appear in the email you send out, and, just like the booking portal for jobs, they will be taken to a site through which they will be able to see available times and slots and simply choose the best suited:
This information (the chosen appointment slot) will be automatically pulled through and applied to your own diary so as soon as they’ve made their decision you’ll be able to see for yourself.
These slots are based off the same information as our assisted scheduling feature, this means in order to gather all the necessary information to display the appropriate appointment slots, you will need to have set up your Shifts, Skills, Service windows, and Job descriptions.
If you do not have this tag available to you and you are on the Automation plan, please clear your cache before logging out and in again. If the issue persists, contact support (support@commusoft.co.uk) to rectify it with a member of our team.