How to set up Automatic Reminders

You are able to create automated reminders for your clients to remind them for upcoming vaccination, health check (for Veterinary), next service due (for Garages), when a machine if been collected or dropped off (for Plant Hire) or other appointment.

Please bear in mind our recommendations are best practice and not a hard & fast rule. They are simply what we have found works best for workshops like yours.

There is no need to turn this feature on, you only need to set up the reminders and then start assigning them to the products

How to create a Reminder

1. In the Main Menu, click on Settings & tools
2. Under Products, click Reminders
3. To add a new Reminder click Add New
4. Give the reminder a memorable name (as you will need to select this when adding it to the product)
5. Enter the Email Template
6. Enter the SMS Template
7. Click Save

* Email and SMS Templates are option but if you set a SMS reminder on the product and there is no SMS template then nothing will be sent to the customer

Assigning a Reminder to a Product

1. Click Stock
2. Search for your product and click Edit
3. Scroll down and in the Advanced tab you will see details for reminders
4. Enter the Reminder In and Period
5. Select the Reminder Template
6. Enter the Days Before
7. Select if it will be an Email Reminder or a SMS Reminder
8. Click Save

NOTE: In the Booking Reminder message we recommend that the Days before the booking be set as 14 days and, that you always employ the word re-schedule, as a means of prompting re-engagement, as opposed to losing the booking completely.

What Happens Now?

When ever this product is Invoiced out to a customer, a reminder will be scheduled for X days in the future.

Do I need any additional subscriptions?

Yes. You must have a Clickatell subscription for SMS communications. If you would us to maintain this for you please reach out to turbosupport@bigredcloud.com for more information.