GEM-CAR FAQ
Send Reminders to a Client
From Point of Sale, click the Follow-ups icon.
It is also possible to send reminders from the left menu, by clicking on Communications > Sending reminders.
Insert the following information:
- Period start date (for which the reminders have been scheduled)
- Period end date (for which the reminders have been scheduled)
- Template (example: if you want to send a service that have been proposed and rescheduled, choose Sales reminder).
Click on Save.
The next window will show all the reminders scheduled for all customers during the chosen period.
Select the desired delivery method for sending reminders: SMS, email or letter format for postal delivery.
Click on Send.
Want more information?
Reminders: Proposed and Rescheduled
Configuring Templates for SMS, Email and Letters
Example of SMS Templates for Reminders
Example of Email Templates for Reminders
Reminders: Proposed and Refused
Variables to Use in Writing Email, SMS and Letter Templates for Their Personalization
Add a Note to the Invoice Regarding the Proposed and Rescheduled (Reminders)
Posted 4 months agoby Olivier Brunel
#58371 viewsEdited 2 months ago