How to Send Booking Confirmations and Reminders from a Jobsheet
From within a Jobsheet, you can send booking confirmations and reminders directly to customers.
Before sending a notification, ensure the following is set up correctly:
- Location Code: The Jobsheet must have a Location Code assigned to it.
- Customer Notifications: The notification must be setup and enabled for the specific location.
- For Confirmations: A single, enabled notification of the type Booking Confirmation must be defined for the Jobsheet's location.
- For Reminders: At least one enabled notification of the type Booking Reminder must be defined.
- Customer Contact Details: The customer's card must contain the necessary contact information for your chosen channel (e.g., a valid email address or mobile phone number).
Sending the Notification
Open the Jobsheet from which you wish to send the notification. Select the Print/Send action from the menu bar.
From the menu, choose either Send Booking Confirmation or Send Booking Reminder.
Once sent, a message will appear confirming that the notification has been queued and will be delivered shortly.
Tip: To effectively reduce no-shows, use reminders strategically. Sending them the day before or the morning of an appointment is often most effective.
English (UK, IE, IM and IZ). To find documentation in other regions where Garage Hive operates, click here.
English (UK, IE, IM and IZ). To find documentation in other regions where Garage Hive operates, click here.